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To: smolejv@gmx.net who wrote (4631)	11/13/1998 4:03:00 PM
From: Jurgen Trautmann	Read Replies (3) \| Respond to of 11051

A strong friday concerning that internet-selling and Dell... It has become difficult to track tech-markets observing NAZDAQ - these internet-stock-lotteria overwhelms all. My plan was to decide if I go out or not the day Dell reports - but even if I remembered the Nov, 12th, I had more trust in Steve's Nov, 17th. So I was around the corner and spared every stress. (g) Dell still seems to me not beeing expensive for a stock that makes $ 1.50 a share by eoy. And because I use to take 1 more year waitingtime than John, I probably will not come out as frogleap. :) However, John, even if I'm still more than double that happy than by begin of the year, I must take hard beats anytime - f.e. today with thanks Dell's downgrades after a 65% profit-growing. Some mm's had the stock, some not, that's life. Like DJ, I feel with you and your "Amat erial Girl's". Sell your home, your wife and your car and try it again, or take a Guinness* on me and BobbyG. Generally I'm more concerned with Iraq than with Greenspan - rate-cut-panic comes and goes, a war can take a long while. Jury *think there something to do for me tonight

To: smolejv@gmx.net who wrote (4631)	11/16/1998 12:15:00 PM
From: John Harton	Read Replies (1) \| Respond to of 11051

DJ Don't cry for me ...Brazil Re: "silent pain and prayer" Applied DJ rule 5/6 and sold 1 LNLAS on Friday @23 3/4 bot @8 1/2. Still hold 3 more. The John Fund A conversation with the fund manager. Q) So John how did the fund perform? A) For the 12 months ended Nov 13 the fund returned 2%(The fund returned 52% in 1997). In the same period the S&P 500 returned 26% and the Lipper Ship of Fools Dudes index returned +50% or -10% depending on whether you measure before 2pm or after 2pm but in any case a damn good time was had getting there. Q) What were the fund's highlights? A) In the pharm sector PFE was one of the top performers based on strong fundamentals, ROE, profit margin, and ongoing drugs in the pipeline but mostly on the desire of all men to be 18 years old again. Also in the "turtle sector ", credit card company KRB did quite well based on a long record of record earnings growth , strong fundamentals and the resounding ability of the American people to spend more than their income week after week, year after year. Q) Were there any disappointments? A) Other than of course AMAT in the "frog sector" , the biggest disappointment was ELY in the golf("a good walk spoiled") sector. ELY caught a dose of Asian Flu as the Asian consumer cut back on discretionary spending and ELY's domestic competition introduced new high tech products. Long term, however, with sales driven by favorable demographics(Retiring golfing baby boomers) and perhaps a rebound in the Japanese economy or at least by "loss of face" due to rising handicaps the stock should rebound. Q) What do you see for the fund going forward? A) Of course, there is always the chance that Brazil will collapse, taking Latin America with it, that Japan won't recover taking Asia with it and that no one will agree which nation's King, Emperor, Caesar or Roi will appear on the new Eurodollar thereby throwing Europe into war again. Followed shortly by Saddam's invasion of Texas. But being an optimist, and noting that the "shorts" in 1929 celebrated in loneliness... Going forward, we recommend QNTM(if it drops below 15 again) in the computer sector and GAP in the swing dancing in khakis youth demographics group. Going backward, we like DELL in 1992 or MSFT at any point in the 1980s. * Past performance is no guarantee of future diddlely squat. Read the prospectus carefully before losing your mind. Posted under the influence of way too much coffee. -John