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Non-Tech : RAINFOREST CAFE

RAIN 2.910

+1.6%

Jan 27 3:59 PM EST

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To: Dennis Vail who wrote (166)	7/16/1996 7:12:00 PM
From: Jack L. Dlugach	of 4704

Dennis: Looks like your INTC prediction was a good one. Even TI that disappointed and made the market go down so far this morning came back up so, yes, thank God for Intel and it's positive earnings. There's an incredibly interesting read on the WSJ about how the minds of some of these Silicon Valley ceo's work, the article about T. J. Rodgers and the nun that sent the form letter to his investor relations. His response was seconded by a lot of his cronies so that tells me only one thing: small and mid-cap tech companies that are run by people like that are only destined to get smaller and are good stocks to avoid. The only one of that type that I have is AMD and I sure will take Rodgers advice and sell it ASAP and not buy any more. From now on, I won't by tech unless I first check out the management. I know that Hewlett-Packard and Motorola are two tech companies that have excellent management even if their earnings did disappoint so those are two I've been wanting to buy for a long time but I thought they got over-priced. Now that they're back to the levels I'd like to pay, I'm stuck with my lousey portfolio and can't afford to buy. Meanwhile, I wonder if Rodgers even realizes what an international buffoon he's made of himself and what a black eye he's given to his already ailing company. If you haven't read it, it's on today's interactive; you can pull up the text of the form letter from the nun and the ridiculous response from Rodgers and also read the even more ridiculous quotes from Rodgers, calling the nun immoral for sending him the letter, saying she's not a Christian, and that it's nevertheless a good thing she's a nun so that some poor man doesn't have to be married to her and put up with her. What good publicity for the president of Cyrix and what a fine showing for their investor relations. The fact that his stock traded as low as 9 1/4 today and his company is having troubles but he prefers to spend his time dashing to the microscope to inspect the letter and making his staff do 14 rewrites...incredible!

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