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To: john dodson who wrote (28699)	9/3/1999 10:15:00 PM
From: jttmab	Respond to of 93625

Then again, AMD does have nowhere to go but up. I wouldn't go that far. Looks like they've been lower. tscn.com I've got to admit, the only reason I've got that URL is that I was skeptical of your statement of 15 years. My apologies for my skepticism. Regards, Jim

To: john dodson who wrote (28699)	9/4/1999 2:59:00 AM
From: Richard Habib	Respond to of 93625

John, actually, today I began to build a short position against the Naz 100 via QQQ puts. As we all know, it seems that this market has become so narrow, money is flowing into a vertible handful of stocks. The fact that Intel, one of the last sane stocks in the Naz is now selling for a PE well above its historical PE values, and that when the future growth is at best similar to years past and in fact could be considered more uncertain than years past - is to me a very negative sign. As for AMD that's a simply gamble. If they pull it off you win big, if not, well . . . I haven't bought any but I could see where one might sink some mad money in Leaps and cross your fingers. Rich