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To: shane forbes who wrote (14850)9/9/1998 11:25:00 PM
From: E. Graphs  Read Replies (1) | Respond to of 25814
 
Shane,

I agree that this is a temporary blip, and I think Wilf knows what he is talking about. He couldn't know about Asia and he couldn't know about Clinton.......but he knows about semis and semi cycles, and he's been positioning LSI for the eventual turn.

Semis have been hit hard, but now all of the indexes that I follow have been pummeled as well.......except for utilities.

My guess is that Mr. Market has already factored Mr. Clinton out of office.......maybe that's why it's been such a severe drop.

E