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To: Jules B. Garfunkel who wrote (966)	10/4/1999 1:40:00 PM
From: YONSU	Respond to of 990

Jules, looks like we are getting some backing on Intc this morning. We'll see how long this lasts, hopefully with the four companies backing Intel people will see the light. Also Amd announce its shipping its 700 mhz Athlon, still Intel moves up. Here's an article from a Bank Of America Securities analyst. quicken.excite.com along with this, as some of you know, the new itanium chip is slated for mid- year 2000. Here's a thought, maybe Dan Niles should be the new editor for Barron's, they obviously think alike, and can't see very far into the future, both in announcing Intels direction of slowing revenues and their timing (together) maybe they should be married. Yonsu Bob Bragg

To: Jules B. Garfunkel who wrote (966)	10/20/1999 5:04:00 PM
From: Road Walker	Read Replies (1) \| Respond to of 990

Jules, re: IBM From their earnings release: "Looking forward, we believe we will continue to feel the effects of the Y2K slowdown in the fourth quarter and into early next year," Mr. Gerstner said. "However, even though it is difficult to make predictions, next year has the potential to be a very good year for IBM, once we get past any lingering Y2K effects. As our third-quarter results demonstrate, our business portfolio has great breadth and resiliency. We remain confident about our fundamental business strategies, the value of our products and services, and our overall momentum." Defensive as hell, looks like the shell game we have discussed in the past has finally reached the point where "you can't fool Mother Nature". Hope you still own some puts (I don't). John