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To: DWW II who wrote (644)	7/1/1998 10:37:00 PM
From: DWW II	Respond to of 19700

Vinman.............Just kidding........ggooooooooooddddddddd. DWW II

To: DWW II who wrote (644)	7/2/1998 2:59:00 AM
From: The Vinman	Read Replies (1) \| Respond to of 19700

DWWII I have been correct on past calls regarding IBM, INTC, AMD, MU, AMAT, 3Com, HWP and CPQ. I was very bearish on these stocks when they were at much higher levels and was persecuted for it on the threads, bulls don't like to hear the bad news and usually resort to personal attacks vs. reason. I have failed terribly on internet calls. I look at companies and value them on more of a traditional basis, looking at price to sales as a barometer, and when I look at a stock like YHOO selling at 90 times sales it makes me sick. I still believe long term these stocks are in for a huge correction, but the fact of the matter is valuations don't matter right now as far as the street is concerned. Oh well, can't make all the right calls, but I will be regarding this sector in the long run. Good Luck With Your Investments, Vinman