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To: JPR who wrote (13627)	11/26/1997 12:12:00 PM
From: Sonny McWilliams	Respond to of 27012

Paul, I did read your article to Margaret and me . I thought I replied to you on it and then gave Margaret the link since it came up because of her 0% fat margarine. gg. Dell, like I said we were gone most of the afternoon. It is interesting that it sold off like this in the last 5 min. They had this english sounding bear on Stocktalk this morning. I think he is becoming a regular on CNBC, taking Michael Metz's place. He was harping about Dell and CPQ, said the good stuff was figured in Dell's price already. He mentioned that T was the best stock in the DOW. Take your pick, all opinions on stocks are a mixed bag. It looks like we have to sort through it by ourselves. Micron Tech said today that we should not help out S.Korea. Part of their problem is that they have built over-capacity in their tech fabs and if we help out instead of letting them work it out themselves, they would dump all that stuff on us and tear the techs down. Hm, another country heard from, but probably a knowledgable insight. I have said all along that we are bailing too many countries out at our expense. They build and build and will crowd us out one of these days. Sonny