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To: William Hunt who wrote (25938)	4/25/2000 8:32:00 PM
From: Sonki	Read Replies (1) \| Respond to of 27012

william, i m also in txn quite a bit for a long time. riding it up and down. Also, i hope u r still holding LU. I thnk company is very reasonaable at these levels. i just got in to intc yesterday when they mentioned intc was having an analysts meeting on thurs and stock was pretty close to bottom so why not? I m much more bullish on semiquipment then semi. i like semi, semiquipment and fiber optics cuz they haad come down to some reasonable place. GLW numbers were even more fanatstic then i had expected. Maybe people are disappointed w. jdsu erning as the whispers numbers were prob. higher. Jdsu also turned in a nice qurter. things were just getting too crazy w. Naz and was making me nervous so i had moved most of my ira mony on the side line and had gotten off the margin earlier in the year. Now i m bz buying and putting some mony bak in. Most of my long term stuff remains the same. Ok now lets see what happens on wed. evening as we look forward to GDP revisions on thurs. morn.