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To: Judy who wrote (21919)4/28/1999 5:55:00 PM
From: SFW  Read Replies (2) | Respond to of 44573
 
Hi Judy,

RE: I'd also expect the internet sector to correct and consolidate for a couple of months now.

Are you also expecting a general market correction or a rotation into other sectors? Semi stocks are also getting dragged down. Cyclicals are in these days, but how far can they go?



To: Judy who wrote (21919)4/28/1999 5:55:00 PM
From: Michael Rich  Read Replies (1) | Respond to of 44573
 
Judy,

My broker (waterhouse) doesn't allow margin on most internet stocks.
So I'm used to it. Thanks for the caution. I'll let the shares
that built from nothing to ride and do a few naked dances when panics
kick in.

Hope Jer's KLIC clicking tomorrow. Doubled down on AMAT at the close.
Even MU and RMBS can do a bounce.

OSX is fun...the year-long accumulation starts to pay off. SLB looks
very pretty in my IRA.

Take care.