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To: Logain Ablar who wrote (21981)	12/17/1998 6:41:00 PM
From: IQBAL LATIF	Respond to of 50167

Tim-- If nothing comes out of this by Saturday and we are back on square one with Ramadan putting premature breaks on campaign. And if Saddam is strongly in saddle we will see market unable to break this 1195 resistance, I would like at this top of the range to initiate some puts. Wars have their own course and this one would also lead to surprises not yet fully quantified, the campaign may stop but Iraq's problems will cast a long shadow over future of Arabian peninsula states alongwith a new alliance that of Primikov and rejectionists states.. Look at the array of forces on Saddam's side today we see Zhirovinski Russian ultra-nationalist, Gaddafhi and other all time great democrats. This looks like a short campaign if it is so the post campaign problems demand long puts and long oil...I will like to work on this strategy although we can get these stocks a shade cheaper today.

To: Logain Ablar who wrote (21981)	12/19/1998 6:30:00 PM
From: Judy	Respond to of 50167

Tim, the key is in Abbey's last sentence ... Message 6893529 While the NYSEBP has gone into a bull correction mode, this presents another opportunity to add select stocks in sectors that will resume up with the market again. The semi equip sector should be one of those sectors. The funds have chased the core stocks up double their price off the bottom ... the inflection point in the semi equipment maker btb was in Sept and on Friday the btb was the second sequential increase. With the current rate of change, the btb should be one or greater within 4-6 weeks, and this is what the market is responding to and why analysts are revising estimates. One must differentiate the various btb's in the sector. I look for AMAT to remain strong and breakout after a few tries. Resistance at 47-48, the mo-mo will come when 48 is taken out on decisive volume. Value investors are long shares and laddered with leaps from much lower investment entry levels; traders have returned with AMAT's RS going positive, and the mo-mo is eyeing the stock. Motivation for AMAT's continued strength Message 6902505 However MU reports next week and could gum up the sector scenario short-term. I await with bated breath to hear what nasties Kurlack will say. And the Asian flu is difficult to cure.