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To: J_W who wrote (20112)	10/8/1999 3:01:00 PM
From: amoezzi	Respond to of 25814

Anotheer strategy at this time is to sell puts (April 55 2000).

To: J_W who wrote (20112)	10/10/1999 6:11:00 PM
From: country boy	Read Replies (1) \| Respond to of 25814

Jim: You wrote you're buying at these levels. I of course, agree, but still somewhat concerned by the market's reaction to the quake---I call it the semi Shake and Bake. This weekend an article in IBD tried to sum-up the reaction, mainly explaining that supplies of chips will be tighter because of the quake, component prices will rise, and the stock prices of the chip companies will fall---huh? I'm still having trouble trying to see it. They talk about PC prices going up as a result, and consumer demand thus slacking. But we all know about LSI's multi-year shift away from PC exposure, and few semi's have been untouched. Am I missing an underlying crack in the semi market, a house of cards issue where the ripple effects of the quake are only beginning to be felt; or is there nothing really to this? Has the smart money already left the party? (I hate to see LSI's first 3 million day in ages be on such a down day, and IDT and CY both at 5 million on Friday). Thoughts? cb