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To: Sam Bose who wrote (137986)	7/28/1999 6:40:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Sam, Hi!!! RE: Isn't it interesting that Dogpaq's planning on laying off 6000 to 8000, and DELL can't get enough people to work for them! Someone please do the math. I found it quite humorous that someone...I believe Patrick said there is a sign right outside Houston that says something like: "Your future is only 100 miles away...DELL.." Maybe someone else has seen this and can give a accurate account of what this sign really says.. Best, Kemble

To: Sam Bose who wrote (137986)	7/28/1999 6:45:00 PM
From: kemble s. matter	Respond to of 176387

Sam, Hi!!! RE: Continuing on perseverance, we shouldn't forget that a MAJOR tech upgrade cycle is coming very soon. Microsoft's Windows 2000 AND Intel's Merced chip will jump-start this new cycle, and DELL's going to be right in the middle of all this. A long time friend just visited us yesterday...works at INTEL...says that he believes Intel is waiting for Y2K to be over before releasing the Merced chip...know nothing else..it was his comments...not mine..But, I know Merced has had many excited for a looooong time...I have a number of articles on it and it truly does change a great many things.. Wonder if Robert Williams telling everyone at the briefing that "2000 will be an outstanding year" has anything to do with your comments above? :o) :o) :o) Best, Kemble

To: Sam Bose who wrote (137986)	7/28/1999 8:23:00 PM
From: JRI	Read Replies (2) \| Respond to of 176387

Sam, I'm a little surprised to see virtually no commentator/article recognize the following: Probably 80-90% of 2nd and 3rd world countries are ill-prepared for Y2K, Probably (at least) 25% of 1st world countries are ill-prepared, another 15% only moderately so... As we get closer and closer to January 1, 2000, it stands to reason that some, if not much money will flow from these countries (investors) into the safety (haven) of the 30-year bond...(look at the turmultous period from July-October last year)...Given this, and the fact that I am hard-pressed to think Greenspan will raise rates before 2000- due to Y2K, and the weak recoveries abroad (and given that economic data (GDP, consumer confidence) will continue to weaken in my view), the 30-year bond is unlikely to do anything but GO DOWN from the current 6% level...(I grant you we could get a slight run up going into the August FOMC, but after that, I can't see the bond remaining above 6%...and I reckon we will see at least 5.50% before the end of the year).... And we all know what this means for big cap, growth stocks <G> OK, I'm standing firm on this one...check back with me...