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To: Brian Malloy who wrote (24456)	10/1/1999 2:26:00 PM
From: Sonny McWilliams	Read Replies (1) \| Respond to of 27012

Brian and thread. A carnage almost all around today. Yes. And not only in the techs. Our TK replacement, Dan Niles, is out there again bashing some of our techs. Especially Dell this time around. He thinks that disaster in Taiwan will hit Dell the most for the next 3 to 6 months due to their 6 day model. (Not much inventory on hand and they are caught up in higher prices therefore) He says: What looked like a great quarter coming up is now only so so. Other analysts have a strong buy on Dell. It's hanging in there and so is Intel. Intel is actually up. Some poster somewhere posted today that the bull looked tired and needs a rest until next week. I think the bull deserves a rest but this is not too great. gg. Maybe after the FED is out of the way things will look up again. I guess yesterday was only window dressing. Some data was strong again today. People and businesses must be stacking up for Y2K. Investors should take this in consideration. Things will be choppy but it looks like it will hit a bottom soon. Disasters all around, now in Mexico. Let's hope nothing happens here and we will be off to the races again soon. Sonny PS. Hm. Intel down 1/16th now. BTW. I would like to say I feel your pain when it comes to those insurance cos. puts. But then I never had any.

To: Brian Malloy who wrote (24456)	10/3/1999 11:55:00 AM
From: Sonki	Read Replies (2) \| Respond to of 27012

brian,this is a good time to sell puts maybe? I already bot puts on select stocks where my asset allocations are skewed. For certain stocks where i feel very bullish i bot puts (e.g. csco) For stocks like dell i have covered calls. I uncovered all my aol covered calls at 80 somthings. I was debating to uncover dell at this point. I wonder if dell will go beoyond 50 this time or remain in a trading range. I made a comment to Frank last year/ or erly this year that dell would remain in a trading range till erning catches up to high PE (80) at the time. Now dell looks attractive except there is no pricing power, dell has been able to cut costs in past and now even that is in question. Addtionally, going forwrard mony has to be made in server business and this means pc has to share some of it's future growth w. servers. i.e. sunRays and other such devices. btw : here is an intresting post which i have not had the time to read i only scanned it.