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To: Tony Viola who wrote (20525)	8/6/1998 9:01:00 PM
From: Sonki	Respond to of 27012

tony, do you have any % of portfolio into europe and internation funds ? I am sure sonny and u are know /follow european market. i have a small europe and internation fund. but not the % i should. I m thinking most market follow US anyway. i.e. if we actually ever got into bear market do u think europe will continue to fly? then again it just might? where is the mony going to go?

To: Tony Viola who wrote (20525)	8/7/1998 2:09:00 PM
From: Sonny McWilliams	Respond to of 27012

Tony. Analyst's. I take M. Murphy with a grain of salt lately among others. He used to be hot on techs and I kind of followed him then. He had some really controversial calls last year on Intel and the like. I got to dislike the name of his stock letter in the last year. gg. Did he give a price target on Intel? CPQ. It went to 36 today but is coming down with the rest of the techs. I think Msft is holding the tech sector down today. That Judge did not see it Msft's way. But maybe he will still limit the scope. I have not been able to follow it too closely. Getting things rearranged to accomodate my step daughter and the grandchildren. She is coming in from Seattle for a week. I will have my son and his children for that weekend also. That will put a damper on me following the net. There will be a lot of running around to show the kids all those sites. Like Space Museum, Smithsonian and the Capitol. Had they been here yesterday we could have mingled at the Courthouse in Washington. It looked like a Fair. gg. Maybe I will get time in the evenings when everybody goes to bed. Anyhow, the markets are not looking too bad. CPQ. I just told billwot that opinions on CPQ go in all directions. From a hot stock to a hold. I guess I keep my eyes on it closely. But the future should be bright. They are now going more Dell style. Made to order. Coms is doing well today. I found out yesterday that the GVT was spending some nice money on some of their products. Sonny