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To: Mao II who wrote (3078)	2/17/1999 7:02:00 AM
From: Dale Baker	Read Replies (1) \| Respond to of 118717

AMAT reported .05 with better orders so it's strong now? Guess I "just don't get it" with semis either. YHOO was dumped by Softbank, or at least 10% of Softbank's holdings now belong to the float. In general I think we are in for several weeks of tech malaise which will hurt both the hardware companies and the Internuts. Good time to go shopping if you have some favorites that have just been too expensive lately. IFMX, for example is cheap under 9 and could get cheaper in a downdraft. I will probably just watch DELL today. It will gap down, rebound and then what? That's the move to watch, and whether big blocks fly by as institutions bail. It's hard to make a value case for DELl at anything over $40 - and that's pre-split.