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To: Patrick Koehler who wrote (29506)	3/5/1998 5:02:00 PM
From: yard_man	Respond to of 53903

Seems expensive for insurance. Why wouldn't they buy the 30's? BWDIK.

To: Patrick Koehler who wrote (29506)	3/5/1998 5:25:00 PM
From: johnlea	Read Replies (1) \| Respond to of 53903

to all, just in case you want to know (doubt if it matters to mu). . . both computer city and comp usa confirm intel's comments on slower sales. computer city comparable store sales DOWN 1% COMP USA: "Everyone was calling in to them and asking if sales are OK, and they were saying it may be a stretch for them to get to their budgeted 4 percent to 6 percent comp-store sales gains for the quarter," said one financial analyst, who spoke with the retailer and asked to remain anonymous.

To: Patrick Koehler who wrote (29506)	3/5/1998 6:05:00 PM
From: TREND1	Read Replies (1) \| Respond to of 53903

Here is gain from day before INTC announcement DATE= 03-05-1998 TIME= 14:59:15 THIS DATA IS SORTED BY COL.......... 3 START.DATE= 03/03/98 END.DATE= 03/05/98 SORT COL 1 2 3 4 SYM NAME START END PERCENT GROUP CLOSE 1 MU MICRON TECH 33.63 34.56 2.79 MEMORY 2 DELL DELL 131.13 131.88 0.57 COMPUTERS 3 TXN TEXAS INSTRUMEN 53.06 53.00 -0.12 MEMORY-DSP 4 SP-500 SP500 1052.02 1035.04 -1.61 INDEX 5 DJ-30 DOW JONES 8584.83 8444.33 -1.64 INDEX 6 NVLS NOVELLUS 43.19 41.50 -3.91 EQUIP MANUF 7 SOX--X SOX INDEX 301.16 287.93 -4.39 INDEX 8 LRCX LAM 28.38 26.88 -5.29 EQUIP MANUF 9 AMAT AMAT 35.38 33.19 -6.18 EQUIP MANUF 10 WDC WESTERN DIGITAL 17.56 16.38 -6.76 DISK DRIVES 11 QNTM QUANTUM 22.63 21.00 -7.18 DISK DRIVES 12 SEG SEAGATE 22.69 20.94 -7.71 DISK DRIVES 13 CPQ COMPAQ 29.81 27.13 -9.01 COMPUTERS NUMBER OF DAYS IN STUDY= 2