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To: Glenn D. Rudolph who wrote (41673)	2/21/1999 9:37:00 PM
From: GST	Read Replies (1) \| Respond to of 164684

Glenn -- the only short term concern I see on gold is that many. many people seem to believe that you should see gold and the yen trade in the same direction -- a selloff in yen signals a downturn for gold. I do not think it is that simple, but the short term reaction is to see gold drop a bit here I think. On INTC, if it is not a monopoly, if sales are even a little bit at risk, and if the ASPs are under pressure from many quarters at the same time -- sell INTC. That is why I am interested in LSI, the good news is not yet in the stock -- for INTC it is more than in the stock. I am convinced that the INTC touts are selling it.