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Technology Stocks : Draft of letter to Louis Rukeyser.

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From: olduser11/28/1995 3:49:00 AM
   of 37
 
OK, folks, I've finished a second draft. Thanks for your comments and
suggestions. If its alright with everyone, I'll describe the
relatively minor changes and additions, rather than re-typing the
whole thing.

In the first paragraph, I changed it to read: more than 3,000
registered participants.

In the second paragraph, I added two dates (11-14-95 and 10-30-95) in
the second sentence.

In the third paragraph, no changes.

In the fourth paragraph, no changes.

Jeffrey, I agree with you that the fifth paragraph needed some
editing. Mostly I did a little rearranging of sentence structure.
I also added a sentence at the end. I think its a little better now.
"Mr. Rukeyser, we hope to persuade you to provide a public forum on
Wall $treet Week to explore some of these issues. We believe the
issues are important, relating to the extraordinary fact that we are
experiencing the communication/computing/information revolution
rather than reading about it in history books; relating to the
behavior patterns of individual investors and large institutional
investors; relating to the education of individual investors; and
relating to the ability of individual investors to succeed.
Ironically, individuals are likely to invest in the companies that
make the information superhighway possible, the same highway that
gives them very rapid access to a bewildering array of information,
including the opinions of pundits like Whittington and Kurlak. That
information can be very powerfull of course, either contributing to or
inhibiting panic when a stock price moves sharply but the fundamentals
have not changed. Not unexpectedly, suspicions of possible ethical
violations are raised among individuals investors when closely
followed pundits shift course 180 degrees, very abruptly, without
public explanation, and with associated large market swings."

In the sixth paragraph, no changes.

In the seventh paragraph, I couldn't resist an addition to the third
sentence: "Instead of your usual panel of regulars, how about a
format (like the 25th anniversary program) where you direct questions
to these individuals (fast pitch softball, of course)?"

In the eighth paragraph, I changed the second sentence to read: "Of
course, you are welcome to reply to Daniel P. Wirt via snailmail (U.S.
mail) or via his email address (wboojum@aol.com), and he will post
your reply to the group online.

I've added a final short paragraph as follows: "Finally, we are
looking forward to your conversation with Ron Elijah on the program
this week. Perhaps there might be time to ask Mr. Elijah about some
of these issues.

Sincerely,

Abdulmajeed Alshatti
Thomas J. Angstman
Cameron Clarke
Lloyd Davies
Brad Dryer (Webmaster, Silicon Investor)
David Farrell
Paul Finkbeiner
Deepak Ghosh
Arnold Graff
Joan Graffius
Thom Pearson
Jeffrey Roberts
Renee Scherb
Mark Smith
Bill Tippett
Tan Tran
Bao Truong
Daniel P. Wirt

Please note: Mark, I took "Amen, brother!" to mean that you'd also
like to have your name here! Jimmy, I don't have a last name for you.
Everyone, check the spelling of your name, please.

I like the idea of faxing this letter to Rukeyser before the program
on Friday, 1 December. I'll plan on faxing it on Wednesday, 29
November; please give me any final comments or suggestions before
then. Also, anyone else who wants to add their name, let me know.
Does anyone wish to add a title after their name (if so, feel free to
email that info to me, at wboojum@aol.com). After faxing the letter
on Wednesday, I'll follow it up with the snailmail version.

Here's hoping that AMAT's earnings are stellar tomorrow!

Dan
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