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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: IQBAL LATIF who wrote (17518)	3/22/1998 12:46:00 PM
From: Jerry Olson	Read Replies (1) \| Respond to of 50167

Hi IKE, hope your well is gay Pareee<g>... Geezz Paris in the spring time, WOW what a wonderful place to be!!!! Ike from my small sphere of influence in the semi & semi equip sector, the info I get is very negative... My feelings are that the Earnings in Apr will be abysmal, and that each co will WARN about the next Q as well...Complancey about ASIA is rampant, as in" it's all behind us now"...No way Ike, not a chance.. In fact things IMO are getting a lot worse...We already know about KOREA & Indonesia etc...But!!! the 2 wild cards in this equation are Japan & China...I feel that bombshells are still out there waiting to happen...All is not rosy in Japan... Anyway we have not seen the bottom in the techs even though the major brokerage houses are recoing these stocks as bottom fish plays...What we should remember is this...When this market corrects, the weak techs will get hurt the most..they will be battered and sold off quickly because of pending problems loomimg out there... I would be a short seller into any strength in the techs incl.INTC-IBM-MU all the semi & semi equips...hey they are warning and this market is ignoring!!!! Complacency at it's best.... Of course my friend this is JMO<g>...My Regards, Jerry