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To: Sonki who wrote (14614)	12/16/1997 2:08:00 AM
From: Sonny McWilliams	Respond to of 27012

Sonki, nice link my partner in Orcl put on. When did you take the plunge? Most of this Asian stuff in our techs is overblown. We can't say exactly that it does not matter, but IMO it is definitely overblown. Some of those Asian countries are tiny. I think there are some voices out there now that feel the same way. But it could take a while before the crowd wakes up. Anyhow, I heard several money managers mentioning that Orcl will go back to 30, I guess soon. It was also said today that Cisco is a must stock to own and it came back in a hurry after that. BTW, it's time that M.Dell shows his face on TV again. He is sooo good at that. gg. Sonny

To: Sonki who wrote (14614)	12/16/1997 12:22:00 PM
From: uu	Read Replies (1) \| Respond to of 27012

Sonki: <off topic> I got your email. Regarding xyz, I really dont know what to say as far as short term (the next 30 days) is concerned. However I can tell you of the following: 1. xyz is expanding very much (it is expanding its R&D dramatically). 2. The recent stock option prices were just repriced to $22.75 (from $40), and the top officials are extremely bullish. 3. I personally think xyz can be bought in the $18-$19 range in the very short term (due to the SEA non sense). However, I am not sure of the time frame when this can be done! xyz's busniess is not slowing down at all (in my opinion), it is just a matter of temporary idiotic perception that has driven the price down (in my opinion of course)! 4. Considering that if you sell now, you can take the loss to offset a gain for 97 is wise. However 30 days from now will be in January and if past is an indication of future, regardless of all the non sense SEA overnblown problems we still should see a Janauary effect. Now February and March are completely different stories! So in short I do not know what to say. I sold the other day my entire stake in SEG at $23.5 and took an almost 38% loss to offset part of my gain for 97, and planning to buy back SEG again in 30 days. However SEG is a commodity type buisiness and the SEA non sense does really have a great impact on it while xyz is not a commodity type product. I am not sure if I can buy SEG back at $23.5 or lower in 30 days but in my view the chances of a company such as SEG being bought lower than what it is today are higher than a company such as xyz. However, one thing I recommend, if you have a significant gain for 97 and by selling the xyz shares you bought 2 weeks ago, you can offset some of that gain (but not all of your gains - just a portion of it), then I would consider selling. It is always better to keep the most gains (in this case by not giving it away to Uncle Sam). A stock is like a bus! if you miss one, there is always another one you can catch! Regards, Addi Jamshidi