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To: Poet who wrote (4902)	3/14/2000 9:05:00 PM
From: steve mamus	Read Replies (2) \| Respond to of 8096

I was into DELL in a very big way in a previous life time. I doubt I will buy a boxmaker again. I also recently had a bad experience with purchasing one of their computers and wasn't impressed. I am thinking seriously of adding to my collection of long puts ARBA 320's and may do this shortly. Analog devices got creamed. Its a bigtime buy. Same true of TXN. BRCM could still back off some more. I have buying power ready in the wings and would like a bit more carnage before I committ significant resources. I am keeping a close eye on TXN. If it cracks 140 I will call out the reserves and really pile on the contracts most likely long puts. The chip stocks would be very, very attractive with another 10-20% pull back. DoK