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To: David Weis who wrote (29880)	12/2/1997 10:01:00 AM
From: ViperChick Secret Agent 006.9	Respond to of 58727

david... did you check out that little site I gave you..be sure to get with me before you use it to make sure I am not on it! I was hoping you would check out those Dell calls for selling... Well I expect you to be able to tell me why we cant ftp that file...maybe it is the file itself.. I have a bunch of people emailing me wanting to hear it...i hope it lives up to their expectations ;-) if we can ever get it there.... i am sure more than one person could use it as his theme song.....ROFL.. especially the flame thread people

To: David Weis who wrote (29880)	12/2/1997 10:30:00 AM
From: j g cordes	Read Replies (2) \| Respond to of 58727

Morning David.. ALTR, CS, WDC all negociating lower levels. These aren't small players. Its significant to me that worries from this past fall are showing up in pr and analyst statements, knocking down some of the recovery these stocks have made. We used to play IBM with a statement that went something like ".. IBM tops in the last stages of a bull run." After IBM collapsed, before Gerstner took over, this quick rule of thumb became less significant, perhaps it will again be a truism. The reasons are obvious why this happens. For 8000 to be topped with any conviction, I feel we need a bond break below 6%. Its the only way to rationalize a less optimistic profit projection in 1998 with lofty pe's. Call it cost of capital optimism. Its interesting you said to have a note pad on hand. I run a minimal ram text editor in the background into which I put any stray thoughts, to do's and not to do's. It dosen't take up any system room, very handy and can boot from the startup file so its always there. There's a nice Brazilian person at the counter of Dunkin Donuts, where I stop for an on the road cup of coffee each morning... as the weather has gotten colder and colder, he talks more and more about the wonderful beaches at home. I will either have to give up coffee soon or get a ticket south. Jim