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To: Dale Baker who wrote (3535)3/16/1999 4:06:00 PM
From: Mao IIRead Replies (1) | Respond to of 118717
 
DB Could be, re ENMD. You see EPAY tank? $$ departing nutz for now? M2



To: Dale Baker who wrote (3535)3/16/1999 4:13:00 PM
From: Mao IIRespond to of 118717
 
DB: My sense is money is flowing from nutz to semis. DOT even. SOXX up 4+ percent. All my semis up substantially. Upgrades galore. AMAT leading semi-equips, up 2+. Book to bill expected to look very good this week. Short term, seems that's where at least some of $$ is headed. Profit taking in banks and oils too. M2


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