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To: craig crawford who wrote (105962)	6/1/2001 3:25:00 PM
From: Earlie	Read Replies (1) \| Respond to of 436258

Craig: re. <few compelling tech shorts> Have you been following the tech "warnings" of late? They read like an earthquake report. (NG) AMAT with virtually nil bookings isn't a good short? The semi producers aren't good shorts even as they try to pedal their products at a small percentage of the cost to produce (see spot prices)? Opticals shouldn't be shorted as their order books implode? With the kind of warnings that I know are coming our way, I think those warnings alone make them good current short situations, never mind the inflated stock prices and current ugly context in which they are coming. I agree with you that there are better shorts than Dell in that it has taken a decent torpedo hit already. Best, Earlie