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To: Bill Harmond who wrote (36011)	1/22/1999 3:33:00 AM
From: H James Morris	Respond to of 164684

Loss?? William, I thought you never took them!

To: Bill Harmond who wrote (36011)	1/22/1999 1:16:00 PM
From: Judy	Read Replies (1) \| Respond to of 164684

Bill, do you know when the lock-up period for INKT is up? The market's reaction to AOL's earnings report next week should set the tone for the internet sector. When you reenter the market, will you focus on the internet sector again or rotate to the semi equipment sector?