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To: Think4Yourself who wrote (38403)	2/26/1999 2:34:00 PM
From: VLAD	Respond to of 95453

BILLIONS of dollars pouring out of the semiconductor stocks today including the box makers and semi-conductor equipment makers! Where will all that cash go now? Perhaps a sector rotation from the SOX to the OSX?? Even with this big sell off IMO stocks such as MU are still way over valuated. Maybe its time for those pimple faced money managers to quit being sheep and start hunting for some value. The value is right here in the OSX right now...RIG, DO, FLC, GLM and a few others IMO time has come. The OPEC meeting is just around the corner. Those money managers who get in now while the prices are near their lows should be handsomely rewarded IF OPEC shows some cohesion and have a productive meeting. Domestic production has dropped drastically....add some real right turning of those OPEC well head valves and we will suddenly see that long awaited supply/demand imbalance turn the other way.