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To: Lucretius who wrote (45185)6/4/1999 8:35:00 PM
From: Lizzie Tudor  Respond to of 86076
 
Hey are you guys still bearish on the semi equipment sector? Because some other good people are bullish and the mkt seems to be agreeing with them (for now). What is your rationale for negativity on amat anyway - are you assuming amat will decline with ASPs (I'm not sure there is any evidence of that)



To: Lucretius who wrote (45185)6/4/1999 9:43:00 PM
From: Copeland  Respond to of 86076
 
>Gold

The world's worst commodity to trade, IMHO.

Q: How do you spell "manipulate?"

A: G-O-L-D


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