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To: DavidG who wrote (29388)	3/4/1998 5:21:00 PM
From: Chas	Read Replies (2) \| Respond to of 53903

I also might add, if you are gutsy, buy some Dell on a gap down if you want in til the split.

To: DavidG who wrote (29388)	3/4/1998 6:55:00 PM
From: The Vinman	Read Replies (1) \| Respond to of 53903

I have defended Tom Kurlack on this thread in the past because I felt unlike Abby "over-rated" Cohen and Ralph "I predict Dow 10,000 by June of 1998" Acompora, Kurlack is one of the only realists when it comes to this fluff rally in the semi's. Compaq, AMD, and now Intel, there SHOULD be a lot of red faces tomorrow on Wall Street, the hype machine is about to hit the wall of reality, this market was a joke with a S&P PE of 24 as of the close today, the highest valuation ever in a market expected to grow earnings in the 10% range for the entire year(First Call announced today they continued to lower estimates for S&P stocks). Luckily for me I took short positions in AMAT and MU yesterday and today with no plans to cover tomorrow.....let the warnings role in the next couple of weeks, Dow 7500 is coming to theatre near you...INTC trading down to 74 on Instinet.... Good Investing Vinman

To: DavidG who wrote (29388)	3/4/1998 7:08:00 PM
From: Thomas G. Busillo	Read Replies (1) \| Respond to of 53903

David, it's irony upon irony. Just when Kurlak's pretty much dead-on right in saying the FA support for the $SOX rally isn't there, everyone blows him off assuming it's just Kurlak being Kurlak. And now... Actually, if you look at what the top-tier analysts have been saying they've all been pretty cautious. Kurlak, Edelstone, Peck, Randall - these guys have held their ground fairly well despite the liquidity rally. It's the lessor-lights like Niles, Joseph, Mouseman (?), Barlage (?) who have been weeing themselves over companies with stalled growth trajectories. But what do they care - it's only other people's money. Good trading, Tom

To: DavidG who wrote (29388)	3/4/1998 10:13:00 PM
From: Stephen M. DeMoss	Respond to of 53903

David, We finally are on the same page! I'm short 4000 shares at 34 (average). If Mu takes a (deserved) hit, we can celebrate together<G>! Sound fun? My question for you, via Intel honesty (versus Mu using smoke and mirrors) on their forcast, will we trend lower (after a presumed drop) or will be see buying on the dips? Listening to Cnbc's 2 guest analysists this afternoon, it was amazing how everything will just 'thrust' to higher highs. I shorted another 1000 this morning and the late day analysists were making me sweat. I will sleep pretty well tonight<G>. STeve D.