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To: JDN who wrote (18011)	7/21/1999 11:38:00 AM
From: Alok Sinha	Read Replies (1) \| Respond to of 64865

From what I can gather speaking with finance folks in SE ASIA, the real economic recovery has been a lot slower than the stock markets in that region. So it is not unlikely that the financial markets in that region could falter. International banks did not lose a lot of money there, (due to intervention by IMF), but the positive aspect of the restructuring in Korea / Thailand has been that those economies are not levered as much with hard currency debt financing unsustainable growth. Hong Kong or Chines devaluation could upset the apple cart, but fundamentally the region is in a better shape to weather the storm. Sep / Oct has not been a good time to be fully invested in the market the last few years - I expect some hiccups again. You can see the buy on dip philiosophy at work again today. When valuations get as out of line with fundamentals as they are today , sell-offs like yesterday occur with increasing frequency (for no good reason). Any negative catalyst can take the market much lower. Regards Alok

To: JDN who wrote (18011)	7/21/1999 11:56:00 AM
From: Sonki	Read Replies (1) \| Respond to of 64865

AOL, Sun Microsystems Announce Name. i expect sunw to beat erning based on what ML has said. even briefing com was positve on sunw a few days ago... remember all that e-commerce biz runs of sunw servers. sunw is part of munder net net fund, so it's going to be volitile , but a great value if u belive in internet. RELAX and think long term. SAN JOSE, Calif. (AP) - The alliance between two of the largest Internet players in the world, Sun Microsystems and America Online Inc. (NYSE:AOL - news), announced today that its brand name will be iPlanet. Just 100 days after its launch, the group's president, Mark Tolliver, said the alliance now has more than 300 customers, all of them companies doing business online. He said the brand name will help customers identify their products. Sun and AOL began their joint effort earlier this year, after AOL bought Netscape Communications. The Alliance had been nicknamed the ''dot com'' software company. It is aimed at giving companies tools, software, and services to take their businesses online. Company officials would not release initial revenues, but said they want to become ''the industry's first $1 billion pure play Internet software company.''