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To: Cap_Loss_Cfwd who wrote (43878)	3/4/1999 2:49:00 PM
From: Glenn D. Rudolph	Respond to of 164684

I didn't quite get killed, but was on life-support with over $100k in losses. I am also still short today but learning to trade off a boxed position. Boy was that an expensive lesson!! Cap, I lost too much to even go into and when I boxed, I could not guess it correctly. I use guess loosely here. Glenn

To: Cap_Loss_Cfwd who wrote (43878)	3/4/1999 8:12:00 PM
From: Glenn D. Rudolph	Respond to of 164684

Loose Change Networking speculation. Expect more deals, given the buyout of Xylan and now Level One. Two potential targets: Newbridge Networks and Fore Systems.... Bank stocks were big winners. Chase was up $2 11/16, to $83 3/8, while Citigroup gained 2 7/16, to $60 5/16.... I was talking to Mike Kwatinetz of CS First Boston, one of the biggest Dell bulls on the Street. Says he still believes in Dell for the long term, although he admits the recent slowdown in revenue growth was "faster than I anticipated." He thinks earnings growth should stabilize at about 40%, which should be enough to satisfy the Street.... Microsoft announced a new initiative to supply software for e-commerce. If they can succeed, this could be a huge area of growth.... After the close, CompUSA announced third and fourth quarter results will be weaker than expected. Look for some major pain in their shares Friday.