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To: donald sew who wrote (38504)	4/7/1998 11:58:00 AM
From: peter n matzke	Respond to of 58727

KEA, is a leader ddim, is questionable

To: donald sew who wrote (38504)	4/7/1998 12:21:00 PM
From: Patrick Slevin	Respond to of 58727

Y2000 Jeff Mitchell is very in tune with that sector. He is in love with ALYD, but objective enough to have a feel for most of the major players. Member 2894769 Tell him I said howdy.

To: donald sew who wrote (38504)	4/7/1998 12:38:00 PM
From: Kevin	Read Replies (2) \| Respond to of 58727

>>> Any comments on the index or individual YTK stocks would be appreciated. <<< Hello Don. How are you? VIAS preannounced and gave an ugly outlook for Q3 earnings. Between their drop the last 3 days and the drop of CHRZ, you have over 1/3 of the total fall of the index. Funny thing is people from CHRZ say there's no reason for their stock to be falling with the sector. They expect to meet or exceed analyst expectations. Other than that, the rest are either flat or just down a buck or two. I haven't had time to keep up with the posts, so I was wondering what your market outlook is for the next several weeks. If you've already posted this, can you just direct me to your post? Take care.

To: donald sew who wrote (38504)	4/7/1998 1:14:00 PM
From: John Sikora	Read Replies (2) \| Respond to of 58727

Donald, Profit taking...pure and simple. And the recent warnings from tool vendors VIAS and PTUS provided the trigger. Many 300% gains in 12 months in the group as well. If you are looking for earnings visibility and outperformance for the year at a minimum the best of breed are KEA CHRZ IMRS CBSL MAST SYNT CPWR CDO TAVA It would be hard IMO to play this index as a whole because the disparity between who is real and who isn't.... is profound!...There are some companies in the index like DDIM for example to be avoided. I'm a call buyer this morning in IMRS and KEA... john