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To: SFW who wrote (21921)	4/28/1999 6:00:00 PM
From: Michael Rich	Read Replies (1) \| Respond to of 44573

Abed, Seems to me that the arguement these pundits are using on the rise of cyclicals also apply to SOX. Need a great earning/outlook to send it home. Can KLIC do it?

To: SFW who wrote (21921)	4/28/1999 6:21:00 PM
From: Judy	Read Replies (1) \| Respond to of 44573

Abed, the media must be getting to you. Semis and oil services are among the most powerful cyclicals. Once the cycle kicks in, it should be a multi-year run. Chemicals and metals are less powerful but just as enduring. Gads, that blond on CNBC just asked some fund manager the same question "How much more do you think these cyclicals can go?" Oh, I just hit the mute button ... the noise bothers me. I do not expect a significant correction, the breadth is fine and improving. High-fliers will no long fly until some PE contraction occurs. Rite of passage.