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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: Jerry Olson who wrote (23922)	3/1/1999 8:46:00 PM
From: John Sikora	Read Replies (1) \| Respond to of 50167

Hi Jerry, Perhaps...but as far as the equipment makers go...They are down about 50% from the highs. I listened to the AMAT CC and believe we are at the beginning of an up cycle here and these stocks will do this 4 or 5 times before reaching a top. It's the same ol' song and dance regarding slowing PC sales...I remember slowing PC sales when DELL was @ 34<g>. PRIA bounced nicely off it's 200day and ASYT managed to close at its 200 day even with a Solomon downgrade. I'm having a lot of fun with XYLN. I also like the DD's here QNTM and HTCH...Bee-u-tee-ful day here in N.Cal... johnny