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To: Mr. Miller who wrote (5493)	3/5/1998 10:54:00 AM
From: yard_man	Read Replies (1) \| Respond to of 8002

No stress -- sometimes I'm just slow, working late last night. Will take a look at what the news has to say, but as you can see I'm a skeptic and I think the market is under-reacting to INTC's news which is significant. My only point was that when there is a real slowing of the growth in PC sales the first warning signs would be dismissed as the analysts don't make money warning folks -- remember the semiconductor stocks in '95? Having an electrical background, I think of the markets as "slow integrators." Eventually markets do reflect future earnings prospects, but it takes some time for data to accumulate and cause a change in momentum -- equally true for the downside as well.