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To: Ramsey Su who wrote (26105)	11/10/1998 9:38:00 PM
From: Clarksterh	Read Replies (1) \| Respond to of 70976

Ramsey - Instead of storing your cash in a shoe box you might consider putting it in one of those Japanese banks that offer negative interest rates <g>. Clark

To: Ramsey Su who wrote (26105)	11/10/1998 9:45:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Ramsey, Re:INTC's news is nothing more than saying that business is really not as bad as we originally thought but it is still down from last year. Heading into 1999, what type of business environment can we expect? What in God's name are you talking about? INTC was expected to earn .97 this Q before today. Now we'll probably see estimates in the $1.07 range. Unless I am mistaken, this will be a record(or near one) for INTC. And this at a time when many are saying the recovery hasn't even begun for chips. What will they earn once it's in full swing and the Kurlaks of the world turn +?

To: Ramsey Su who wrote (26105)	11/10/1998 9:58:00 PM
From: 16yearcycle	Respond to of 70976

Ramsey, you said this: "INTC's news is nothing more than saying that business is really not as bad as we originally thought but it is still down from last year" Ramsey, I think last q was a record revenue q for INTC. Their announcement today suggests that this q will break last q's record. I'll check my "facts" after this post, but you may want to reevaluate your "business is down from last year" view and try to come to term with explaining INTC's results. Best of luck with your cash position. You will have a great month if the fed doesn't ease. Gene

To: Ramsey Su who wrote (26105)	11/10/1998 10:03:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Ramsey, re >I am considering going 100% cash within the next few weeks.< Can't blame you for considering. Stocks are overvalued again by the Fed model. yardeni.com I'm roughly 30% in cash - more than for years. Of course investors could ignore realities for a long time. The global discussions are played out. That doesn't mean people aren't worried any more. They have just decided to play the cards they're given and hope the downturn will be swift and shallow. Here's an interesting mutual fund situation [I may have posted it before]. It needs no explanation: quicken.com The bullish fund gains more than the bearish one loses. At least YOU, rather than some guru, make the decision. Gottfried

To: Ramsey Su who wrote (26105)	11/11/1998 1:17:00 AM
From: FJB	Respond to of 70976

RE:INTC's news is nothing more than saying that business is really not as bad as we originally thought but it is still down from last year. You are a bit confused here and I hope to clear things up. techstocks.com Intel reported record revenues and unit shipments last quarter. This quarter unit volume will be up and revenues are forecast to come in 8% to 10% higher. When Intel and AMD are expected to report their highest revenue quarters ever, this might indicate a somewhat healthy semiconductor market. Good luck.