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To: sea_biscuit who wrote (18789)	6/10/1999 5:13:00 PM
From: E. Graphs	Respond to of 25814

Dipy, Never can be too careful during a crash........sheesh.<g> Good Luck! E

To: sea_biscuit who wrote (18789)	6/10/1999 11:03:00 PM
From: uu	Read Replies (1) \| Respond to of 25814

Dipy: > With the long bond yield going over 6.05%... Yes, and already people are discounting the worst. Another 5% in the DOW, and Nasdaq of about 2350-2375 and the next up turn is set for Nasdaq of 2800 and DOW of 12000 by the year end. The World economy is improving and sure the inflation may be of concern. But the difference between now and 1987 is the unbelievablel high productivity (thanks to the technology). Therefore profits will rise significantly well above the inflation rate. In any event, glad you are making money and turning the paper profits into real hard core cash. I will continue to hold on to my paper profits. I no longer have a LSI target price of $70/shr, but rather $100+ (and perhaps after a split I may consider selling a bit). But till then I am going to enjoy the wilde ride! Regards, - Addi

To: sea_biscuit who wrote (18789)	6/11/1999 11:50:00 AM
From: Jock Hutchinson	Read Replies (2) \| Respond to of 25814

Dipy: I remember, '87 like it was yesterday. I had an early morning meeting with a client named R B**, and I needed to pick him up at his house in Lincolnwood, a suburb directly adjacent to Chicago. It was 5:00 in the morning, and we went for an early morning bagel at a bagel joint on Touhy Avenue next to the Edens expressway (R.I.P. Seymour). The place was packed with a bunch of guys with worried looks on their face. By the time I got on the Kennedy expressway at 5:30, the expressway was absolutely packed. I had never seen such traffic at that time of the day. I turned to R, and I said this is going to be the worst day the market has seen since '29. It was. There are very real similarities to those days--A popular President whose term is about to expire, a tremendous bull run, the very real specter of increasing interest rates, tremendous increases in productivity. But if that is the case, I still maintain that the best area to be in, is the semi market, since that is the best area to be in during the beginning of a new bull run. Don't make the mistake of confusing a bear market in stocks with a bear market with semis--or for that matter a bull market in stocks with a bull market in semis. To have confused the latter is to have had one's head handed to him during the past three years. To have understood this principal is to be a superior INVESTOR who over time will be in the right place at the right time.