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To: Mike McFarland who wrote (24)	10/27/1997 7:49:00 PM
From: TobaccoMan	Read Replies (1) \| Respond to of 100

I'm still here Mike. Today was not pleasant. I am torn between waiting out the storm or purchasing some heavily hit techs tomorrow. NANO has great fundamentals, but the semis are sure to bleed some more. CMDL seems promising at this level. Who knows. Well, all you can do is sleep on it. Later, Tob

To: Mike McFarland who wrote (24)	11/14/1997 1:48:00 PM
From: Dom Sartorio	Read Replies (1) \| Respond to of 100

For long-term investors, now's a good time to buy stocks in solid companies that have been unfairly beaten down. In a broad market decline, everybody gets punished, whether they deserve it or not. But the solid companies usually bounce back strongly. Recently I've been a buyer of stock and LEAPS in AMAT, ORCL, INTC and other companies I expect to be around for a while. I'm not too worried about SE Asia. They are a growth area that just got ahead of itself, and they are now experiencing a severe correction that may be better in the long run (in the form of better banking regulations, better government oversight, etc.) But they are still a growth area, with an increasingly educated population and governments interested in fostering technical innovation. Moreover, with their currencies so cheap, these countries are probably the lowest-cost manufacturing alternatives for some of the companies mentioned above.. actually, perhaps this is a net positive for companies that produce there. Just my opinion, comments are welcome. DOM