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To: Judy who wrote (22681)	1/15/1999 5:48:00 PM
From: Jorj X Mckie	Respond to of 50167

Judy, At this point I am completely un-hedged. I managed to make money on CMGI going up and then down. But the puts were nowhere near as significant as the calls. I have been selling my CMGI calls for the past couple of days and am down to a single measely March 105 contract. I took some of the proceeds and spread them around a bit, buying more KEA, PPOD, ORCL, WIND, EGGS and VRIO. I also still have my IFMX. So, yeah it worked out.

To: Judy who wrote (22681)	1/18/1999 3:02:00 PM
From: Judy	Respond to of 50167

Semi EquipMakers NVLS, KLAC and TER report this week and should set the near-term trend for this sector. The book-to-bill for the semi equipment makers will be released this week. Based on the incremental change in the btb in the past several months, it should take 4-6 weeks for the btb to approach 1 ... the data released this week will be key. INTC should decide whether to proceed with its pilot 300 mm fab plant in the next several weeks. The leader of a sector to leads, not only in price action ... but it leads in strategic moves for the future. Long INTC and AMAT ... holding shares and leaps and long calls again.