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To: ViperChick Secret Agent 006.9 who wrote (12460)	7/20/1998 4:14:00 PM
From: ViperChick Secret Agent 006.9	Read Replies (1) \| Respond to of 42787

first word out ibm beats the street by penny 1.50 versus 1.49 -------------- International Business Machines Corp. (IBM) 123 +2 15/16: computer maker and services concern posts a Q2 net of $1.50 a share, a penny ahead of the First Call estimate, vs year-ago net of $1.43 a share; revenues flat at $18.4 bln..... Integrated Silicon Solutions (ISSI) 5 7/8 -5/16: developer and marketer of high-performance SRAM and nonvolatile memory integrated circuits posts a fiscal Q3 loss of $0.26 a share, a penny wider than the First Call estimate, vs year-ago loss of $0.22 a share; company has already cut the pay of executives by 10% to 20% and other cost cutting measures are being considered..... Xylan Corp (XYLN) 31 +2 3/8: designer of high-bandwidth switching systems reports Q2 net of $0.20 a share, a penny better than analysts were expecting and up from yr-ago net of $0.15 a share.... Remedy Corp (RMDY) 17 3/8 -1 15/16: developer of adaptable client/server applications software reports Q2 earnings of $0.16 a share, in line with the First Call mean estimate, vs yr-ago net of $0.20...

To: ViperChick Secret Agent 006.9 who wrote (12460)	7/20/1998 4:16:00 PM
From: jef saunders	Respond to of 42787

hi Chris. yes, i switched into large caps calls at the end of june, after holding OEX puts when the fed intervened in the yen. so now i'm up 11% for the year, and 30% since 6/29. sounds like you all are doing much better than that. yes, LU has been announcing tons of deals this quarter. i think earnings will be huge. i already had an august 85 call i bought at 5 (now at 16) and this morning i sold 2 of my 3 msft calls, and bought 1 more LU, and one more CSCO. i remember in may when LU announced 2 B $ of deals in a 3 day period in may. in the past i would buy small companys and they would tend to go bankrupt. the only small companies i have now are LXR (which has gone straight down), SIMS (way down), JMAR (down) and T.DMX(down). so i've quit buying small companys. i think DMX will pan out to be a big winner. it is coming out with an arthritis drug that has a fraction of the side effects over current drugs. they applied to canada board some 17 months ago, europe and us too. and then last month they added a heavyweight to their board of directors. i bought more STB calls - star bank. they announced earnings last week, and they were up 37%. i had read about the ceo last february, he came on board a few years before, he seems really good. any opinions on CAH - cardinal health? i bought a SHR call 10 points ago ... SHR has something to do with the manufacturing of viagra. i see that CAH is trying to buy SHR now. their chart was impressive. thanks, jef