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To: HairBall who wrote (57503)	11/16/1998 10:58:00 AM
From: donald sew	Read Replies (2) \| Respond to of 58727

LG, Didnt the internuts go nuts just before the pullback started in JULY?? Not that Im saying that there will be a huge pullback, but could it be a sign of some sort of reversal, at least short-term. I have to admire the nerve of those who are going long the internuts now - Im not talking about those who have been long all the time, but just going long now - meaning today. I sure dont have that sort of nerve - I would be scared to death to get in right now, but if it works out, its a darn gutsy admirable call. Looking to short some of the semi's/Hitechs if the rates are not cut tomorrow. Looking at AMAT,NVLS,MU,MUEI, and maybe CCI. Seeya