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To: Pierre-X who wrote (3655)	6/12/1998 12:10:00 PM
From: Daniel Goncharoff	Read Replies (2) \| Respond to of 9256

Three observations: Kramer is a short term trader, and his decision making process is heavily weighted by stock movement. As others have already said, Kramer's statement about ease of entry is backed by leadership from Maxtor, which was written off, and IBM, who was not really considered a player. Kramer is a firm believer in the theory of buying only when everybody thinks the stock is dead, even though it isn't. Could he be becoming his own contrary indicator? DanG

To: Pierre-X who wrote (3655)	6/12/1998 3:22:00 PM
From: Yogi - Paul	Read Replies (3) \| Respond to of 9256

PX, 52 week lows being hit all over the place. My contrarian nature is revealed. I'm buying and buying heavily. I think I will be 70% invested by the end of the month (quarter) and I have not been that high in 1 1/2 years. Buying SEG, IBM (full position), INTC, KLIC, AMAT, CPQ, KLAC, DPMI, CSCO (full position). Spending money today, feels good. BTW, I've rarely caught an exact bottom so I have kept lots of dry powder for a further 15-20% market decline. Wouldn't surprise me. KLIC,KLAC, and especially DPMI highly speculative, wouldn't recommend them to anyone but sometimes you have to take a shot. quote.yahoo.com Yogi