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To: Paul Merriwether who wrote (71308)	8/2/1999 3:22:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 164685

Just as a general comment I don't know why anybody would short or put the boxmakers or intc etc. now. They have all been consolidating for a while and there has been a whole bunch of doom and gloom over the past few months. I would be inclined to think this is the bottom for that group. The nets are the ones going down.

To: Paul Merriwether who wrote (71308)	8/2/1999 3:24:00 PM
From: KeepItSimple	Respond to of 164685

> intc's making new all time highs, your puts _have_ to be underwater _significantly_... I consider them a lost cause at this point. The main thing that could save them is the Aug 7 public release of benchmarks for the AMD K7 chip.. The unofficial reports show it spanking the pants off anything intel has to offer, and on Aug 7 all the companies with AMD non-disclosure agreements are allowed to start talking to the press.