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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Jim McMannis who wrote (33993)	7/7/1998 12:26:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 1572376

McMannis - Re: "The next nail iwill be the Cyrix MXi then PCOAC. " I think it already is the next nail - in NSM's coffin - judging by their collapsing stock price. Your Cyrix is now at 0.82*$12 9/16 = $10.30 Looks like a lotta nails in NSM's coffin! Paul

To: Jim McMannis who wrote (33993)	7/7/1998 12:29:00 PM
From: carl a. mehr	Read Replies (1) \| Respond to of 1572376

Jim, ** OT ** I have been busy evaluating my position in Intel. Although I am very bullish on the stock as we look at the next couple of years, I am busy diversifying as we go along. I still own 6X more in Intel than the remainder of my portfolio, and my next largest holding is MSFT. The question is: Are we gaining portfolio value? In terms of 1997 high, I am down to about 1/3 of its heavenly high, and this fact has helped me stay humble.<vbg> In terms of the 1996 end of year value (year 96 gain of 151%), I am only down 17%. I consider myself lucky to still have my portfolio intact, so the monopoly playing goes on. Regards, humble carl