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To: KeepItSimple who wrote (35349)	1/18/1999 8:46:00 PM
From: dennis michael patterson	Read Replies (1) \| Respond to of 164684

I sure hope condom talk hasn't made it to the 5th grade. Seriously, I thought I was responding at the level of your remark. it was a stretch to say that I was comparing The Thing to Intel or Mr Softee-- you deserved what you got, so be happy. You probably wanted it. Lord knows, you invited it.

To: KeepItSimple who wrote (35349)	1/18/1999 9:48:00 PM
From: Glenn D. Rudolph	Respond to of 164684

Updated for 18/19-Jan-99 Please note: Briefing.com is provided as an information service only. Charter Media, Inc. and Briefing.com do not make specific trading recommendations or provide individualized investment advice. Readers should make investment decisions based on thorough research and their own investment criteria. See Disclaimer. General Commentary Earnings, the President, Brazil and volatility are the forces Briefing.com expects to dominate the market in this holiday shortened week... Earnings season is in high gear as dozens of tech companies are scheduled to report results including: Computer Associates (CA-T), Compuware (CPWR-T), KLA-Tencor (KLAC-T), Microsoft (MSFT-T), Qualcomm (QCOM-T), AtHome (ATHM-W), DoubleClick (DCLK-W), Quantum (QNTM-W), Texas Instruments (TXN-W), BMC Software (BMCS-Th), Excite (XCIT-Th), Gateway (GTW-Th), IBM (IBM-Th), Lucent (LU-Th), Sun Microsystems (SUNW-Th), Xircom (XIRC-Th), Xylan (XYLN-Th) and Scientific-Atlanta (SFA-F)... For a complete list of the companies reporting earnings this week/month, and for their respective consensus estimate, actual, year-ago and revenue numbers, see Briefing's Earnings Calendar... Most of the companies on this list are expected to at least meet street estimates, so the bias should be favorable... But as we saw last week, good earnings news does not always lead to higher prices - especially when the news is already built in... Yahoo's! (YHOO) surprising sell-off after a better than expected earnings number is a prime example. Impeachment trial hasn't received much play on the street... But the longer the trial the less likely is it that the President will be acquitted... Concerns over conviction likely to mount... State of the Union address also to focus attention on the President, though few expect him to have the stature at this juncture of his Presidency to successfully advance an agenda. Brazil's amazing rally on news its Government decided to free float the real will prove short-lived... Country faces a boat load of problems and a weak currency isn't going help... We doubt very much that the adverse impact of Brazil's devaluation on the markets is over - despite Friday's options related snap back rally. With so much on the market's plate the one certainty is that volatility will remain high... Especially given current valuations and the deteriorating relative strength of the high-flying Internet group... In the end, we look for the bias to remain to the downside... As such, we have chosen to dispense with the normal industry briefs... In their place we have identified stocks from each industry that are trading at abnormally wide (and inevitably unsustainable) distances from their 200-day moving averages... Briefing.com contends that these stocks are vulnerable to near-term corrections of at least 10%-20%... We hope you find this trading information useful. Teradyne (TER) and 3Com (COMS) are holding analyst meetings early this week... For details, see our Events Calendar. Industry Briefs Computer Systems & Peripherals \| Networking \| Software \| Internet \| Semiconductor \| Chip Equipment \| Telecom Equipment Computer Systems & Peripherals Stock Close (1/15) Support EMC (EMC) 100 1/16 85-83 IBM (IBM) 184 15/16 170-163 Jabil Circuits (JBL) 73 7/8 64-62 Solectron (SLR) 87 1/2 72-70 Sun Microsystems (SUNW) 100 7/16 82-80 Computer Networking Stock Close (1/15) Support Cisco Systems (CSCO) 101 11/16 86-84 Computer Networking Tech (CMNT) 14 1/4 12-11 3Com (COMS) 44 3/16 40-39 Computer Software & Services Stock Close (1/15) Support Intuit (INTU) 85 3/16 75-73 Macromedia (MACR) 36 3/16 30 Microsoft (MSFT) 149 3/4 132-130 Novell (NOVL) 20 1/16 17 Oracle (ORCL) 47 1/8 40-39 Internet Stock Close (1/15) Support Amazon (AMZN) 140 3/8 100 Ameritrade (AMTD) 47 3/8 37-35 C/Net (CNET) 73 61-58 E*Trade (EGRP) 86 60 go2net (GNET) 97 1/2 85-83 Lycos (LCOS) 87 7/8 75 Mindspring (MSPG) 94 80-78 Network Solutions (NSOL) 190 170-165 Verisign (VRSN) 73 60-58 Semiconductor Stock Close (1/15) Support Altera (ALTR) 64 7/16 57-55 Intel (INTC) 135 3/8 120-115 Linear Tech (LLTC) 98 1/8 88-85 Micron (MU) 71 5/16 57-55 Texas Instruments (TXN) 92 5/8 80 Vitesse (VTSS) 47 5/16 40-39 Semiconductor Equipment Stock Close (1/15) Support Applied Materials (AMAT) 56 3/16 45 KLA-Tencor (KLAC) 58 17/32 47-45 Novellus (NVLS) 74 3/8 58 Telecommunications Equipment Stock Close (1/15) Support AtHome (ATHM) 102 82-80 Aware (AWRE) 37 25 General Instrument (GIC) 38 11/16 35-33