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To: SJS who wrote (8004)3/30/1999 9:41:00 PM
From: The Ox  Respond to of 14427
 
I was surprised at ETEC's run from 15 to the 50s. I think the mid to high 30s is more appropriate at this time but who knows exactly how this news will be received. MSDW sure goofed up when they upgrade the stock 2 weeks ago!

Here's a post from the ETEC board that shed's a little light: Message 7886916

All too often, weakness in an individual issue or industry segment will cause a lot of good companies that aren't directly related to drop in sympathy. We could see an opportunity in the near future to pick up some bargains.

Watch for bargains in CYMI and ASML.



To: SJS who wrote (8004)3/31/1999 9:13:00 PM
From: Peter V  Read Replies (2) | Respond to of 14427
 
SJS - what do you think about entering EMC now. Too high?

Thean, it's the oil price, stupid. So why didn't RIG shoot up when the price nearly touched $17? I guess the market anticipates a fallback in the crude price. MRCI shows 16.55 right now, still much higher than we were just a few weeks ago.


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