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To: dclapp who wrote (72622)10/29/1999 12:22:00 AM
From: Ken98  Read Replies (1) | Respond to of 86076
 
Doug, I agree. Do you anticipate sufficient upside to play it up before switching or are you going to let it run its course and then short? It sure seemed that the cumulative effect of IBM, Dell and HP warning and INTC blowing their number yet again would be enough to put a fair sized dent in the bubble.

Regards, Ken.