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To: steve mamus who wrote (3546)	2/24/2000 8:23:00 PM
From: David Weis	Read Replies (2) \| Respond to of 8096

Hi steve (aka DoK), Did someone on this thread mention CRA? I have them on my watch list.....about fell out of my chair when I got back in this afternoon. David

To: steve mamus who wrote (3546)	2/24/2000 8:28:00 PM
From: Poet	Read Replies (1) \| Respond to of 8096

Hi DoK, Agreed that the Chinese decision today is entirely political. I was very heartened by QCOM's strength in the face of this "news" and took advantage of the weakness. I keep listening to you on GLW and haven't positioned myself yet, hoping for a pullback. Holy Moly about your thots (the TM is Jill's I believe)on the probability that we'll have armed conflict with China in the next 24 months. Gawd I hope you're wrong.

To: steve mamus who wrote (3546)	2/24/2000 8:45:00 PM
From: Gregory	Read Replies (1) \| Respond to of 8096

Steve! Can you, please , explain your rational when writing puts for several months ahead? Usually I hear about writing puts for same or maximum next month?

To: steve mamus who wrote (3546)	2/25/2000 1:27:00 AM
From: Uncertain Walker	Read Replies (2) \| Respond to of 8096

OT Re: "The Chinese are irrational enough that I would take an educated guess and say that I expect the chances of armed conflict in the next 24 months to be more then 50%". The probability of armed conflict between US and China is close to zero in the next 10 years. It would be naive to think the Dow would drop just 1000-2000 points, if, God forbid, such a conflict ever erupted. Cooler and wise heads on both sides will not allow this to happen. If one thinks China is another Iraq or Yugoslavia, he is a bit naive then. The bottom line is that Taiwan will not declare independence and cross-strait relationship will be warming up post election in Taiwan (in March). Right now, the Chinese are engaging in war of words, not missiles. They are trying to have more bargaining chips with Taiwan.