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To: Sarmad Y. Hermiz who wrote (104225)	5/27/2000 11:03:00 AM
From: Jan Crawley	Respond to of 164684

Hi Sarmad, I pretty much have the same L-t holds...Intc/Lu/Wfc.. But just to impress; I have to tell you that I sold some Intc shares this year - 20% at $87, then 10% at $114, then 5% above $140. Great timing & logic!

To: Sarmad Y. Hermiz who wrote (104225)	5/27/2000 12:22:00 PM
From: H James Morris	Read Replies (1) \| Respond to of 164684

Sarmad, do you see Seagate as a short candidate? I noticed they closed its Anaheim plant, and one in Mexico. "Disk-drive makers have been struggling under a price war and sluggish orders. But economists said Seagate's move reflects a larger cycle typical in high-tech industries." Btw If you had put your money into chips instead of DD's...you could have a job like Mark Fowlers.:-) MU can't produce enough...the demand is so high...they're raising their prices. Oh! I noticed you mentioned APM. I used to have a lot of stock in that Santa Barbara based company. I sold out at little profit. I'm glad I did.