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Technology Stocks : MEMC INT'L. (WFR -NYSE) The Sleeping Giant? -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (3311)	5/15/1998 4:43:00 PM
From: Judy	Read Replies (2) \| Respond to of 4697

Zeev, Kurlack is amazing, not so much WHAT he says but WHEN he comes out with negative comments about INTC and the semis. He often does so when INTC is at a major technical resistance and during options expirations. Merrill must have a hidden agenda. Aside from that, what credence to you give to Kurlack's assessment of the sector? As for ADPT I may take a partial position if the 17ish level holds. But on reflection, ADPT should turn around about a quarter after the disk drive makers turn, and they will not turn with vigor for another quarter or so. This time frame pushes ADPT into tax-loss selling seaon, hence not only could ADPT be dead money for awhile but may drift lower too. At what point or price level would you nibble? WFR ... was not the original price target 200 and what lead to the revision to 100?