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To: Gottfried who wrote (240)	12/1/1998 9:07:00 PM
From: Kevin Linder	Respond to of 1989

Gottfried; I hope you are right that this sector MUST rise or SHALL rise. It seems like this downturn has lasted forever, with several false fits and starts. I think this is the turnaround, of course, I have been known to be wrong before about this sector. Kevin Linder

To: Gottfried who wrote (240)	12/1/1998 9:36:00 PM
From: Stitch	Read Replies (2) \| Respond to of 1989

Kedvin, Gottfried, I agree there may be a sector switch going on that has helped the DD stocks. Nothing has changed the fundamentals however. Unless there are very dramatic upgrades to the industry forecast we remain in an overcapacity situation that will continue to hammer on margins. <<So it becomes important to set a selling target>> Ain't it the truth. So what are your thoughts re:SEG? Best, Stitch

To: Gottfried who wrote (240)	12/1/1998 10:06:00 PM
From: manohar kanuri	Respond to of 1989

Thread: That shows me that these stocks MUST rise higher, because they have done so in past cycles. :) I hope you're right Gottfried. Even though I'm out of DDs for now, a bull phase in DDs cannot but run in tandem with an (even more?) bullish run for techs overall. I've got enough pots on the boil in the semi-equipments to want to expand my skills to bi- or tri-cycling. Stitch, some 15-20 posts ago you said there hasn't been enough of a shakedown in the DD sector in the last cycle. I concur. Which means this DD cycle is going to be a mixed bag and that could be just the kind of uncertain, info-vacuum background that allows for a stock run-up; with much analyst carolling nudging things along. Weirdly enough I'm discovering a stock-bearish side to my psyche since Rate-Drop III - Liquidity Comes Calling. Like Robert, I'm quite pleased with the internut money-for-jam. You can threaten my life with a railway share, but my internuts ... they can kiss the sky. Overall, for everything I'm going the trailing, tight-ish stops route (say it fast) and by Feb/March whatever gets triggered goes into the cash/bond pot. I expect this quarter there'll be more Asia "rebound" blather and the tentative numbers might support the talk, but Asia numbers next quarter might come as a bit of a downer as it becomes obvious that cycles aren't quite so compressed in all parts of the world as they are in Wall Street minds. China and Brazil are still in some kind of daze and those two will have to perk up considerably before I get bullish - much too much capacity for the US/Euroland alone to absorb. For now, as ever, my watchword/phrase - pricing power. Seek it with thimbles and see it with care. Anybody have any opinions/loud-thinking on the euro vs. dollar and techs? I'm inclined to think it won't have much of an impact unless the euro bombs for some reason, like Wim persists with no-cut whims? bwdik. Or, euro a tech non-issue? mano