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To: Andrew Vance who wrote (15494)	9/17/1998 7:45:00 AM
From: Da Cat in Da Hat	Read Replies (2) \| Respond to of 17305

Bird? Now you are talking! The field mouse job did not send me. Message 5243042 Any idea why there seems to be a meltdown on the market overnight?

To: Andrew Vance who wrote (15494)	9/17/1998 12:52:00 PM
From: Kachina	Read Replies (1) \| Respond to of 17305

Y2K - Most Americans ... Please pay attention to that fact the that Y2K doomsday standard bearers are such luminaries as Gary North who is perhaps certifiable. If you look at his history he has been trumpeting doom for years - not too many years ago predicting bodies piling up in the streets from HIV deaths. All this stuff about the grid going black and all? Dear me. It's a crock, and even if it did happen, it could be restored in a day at the outside under completely manual control. And all that stuff about the financial systems of the world are just silly. Y2K pales by comparison with the conversion to the Eurodollar. What Yardeni is doing? God knows. Talking from his ass if you ask me. I write this having been "blessed" with a number of acquaintances, including a physician, a concert violinist, and a ceramics artist who are all stockpiling food and worse for the coming horrors. A number are literally heading for the hills. (Which my Russian friends assure me is generally not a good place when things really and truly tank. Cities manage and get through unless they are under direct attack.) Y2K will be a nit if it is anything at all. Don't bet your money on it EXCEPT as a pure perception play. Hmmm. But - these bozos could reap a windfall since they may be buying desirable retirement property prior to the "big-bang" in retirements. That would be seriously obnoxious. ;-)

To: Andrew Vance who wrote (15494)	9/17/1998 3:29:00 PM
From: Czechsinthemail	Read Replies (1) \| Respond to of 17305

Considerable weakness among some of the specialty chip companies like VTSS, AMCC, and network companies such as XYLN. Some may be related to the Alcatel dropoff. On the other hand semi equips such as AMAT, NVLS and CYMI seem relatively strong. I'm wondering if we're seeing a shift of money from some of the stronger performers to more washed out stocks as people begin to look over the valley to the climb beyond. Baird

To: Andrew Vance who wrote (15494)	9/17/1998 4:41:00 PM
From: Justa Werkenstiff	Read Replies (2) \| Respond to of 17305

Andrew: Well, did you day trade the DPMI that you bought this morning? I bought it at $21.5 but Hodess made me give it up at $24. I wanted to hold it for the cycle but Hodess was begging me to give it up and so I let him have it. What, if anything, does this announcement tell you about the state of the industry? I thought masks were slated to go into shortage at the .25um and below level? Re: DY. I just had a flashback. After DY originally priced the previous secondary, they had lower the price the night before the shares were went to market.