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Technology Stocks : IDTI - an IC Play on Growth Markets -- Ignore unavailable to you. Want to Upgrade?

To: Samuel R Orr who wrote (8306)	5/12/1998 9:58:00 AM
From: Rob S.	Read Replies (2) \| Respond to of 11555

Nice post. Don't you remember the seasonal summer (almost like clockwork) pull-backs we have had in the semi and other high tech stocks?

To: Samuel R Orr who wrote (8306)	5/12/1998 12:37:00 PM
From: 5,17,37,5,101,...	Respond to of 11555

Very informative and insightful post. My impression of the Andy Grove dog and pony ride to Asia is the same as yours. Regarding a market correction, I look primarily at insider activity across all industries. On a short term basis insiders have NOT begun selling really ... nothing bearish there, more neutral. However, in the longer term this bull market is beginning to come unglued as indicated by increased selling in regional banks, retail issues, oil service that we haven't seen in this cycle since 1992. On the buy side there's some buying in the semis and reits. Jackson