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To: pater tenebrarum who wrote (74903)	11/11/1999 10:14:00 AM
From: Lucretius	Read Replies (1) \| Respond to of 86076

heinz, i've taken another look at it. DELL ain't gonna hurt us. its UP thru Mon w/ the open on MOn being the high and then i think the crash wave begins when the Fed hikes a qtr. Sometimes the obvious is the correct answer....

To: pater tenebrarum who wrote (74903)	11/11/1999 1:58:00 PM
From: PaperChase	Read Replies (1) \| Respond to of 86076

Did you decide to go long on any particular stocks or sector? I'm now raising cash and selling into this strength. The Naz advance is unbelievably unrelenting. Kiplingler's (sp) had an interesting article about Y2K fear causing a self fullfilling prophecy of stock selling towards year-end. The government and analysts will be heavily spinning Y2K as a non-event starting after Thanksgiving. The Kip article said that if selling proceeds Y2K there could be a HUGE relief rally the first few trading days of 2000. I am targeting to reduce exposure at November option expiry :-)