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To: Mao II who wrote (3545)	3/16/1999 4:57:00 PM
From: Dale Baker	Read Replies (1) \| Respond to of 118717

I think the main indexes could get toasted soon. But my small cap value stocks have mostly been ripped apart already. How much worse can they get? CPU below 5? MXTR below 7 with .32 earnings last quarter? Prices can always go down, but I think I have seen the worst in some stocks while others were soaring and making up the difference. The main issue now is when to take profits in the RNWK's and CMGI's and ramp up the short side to include the indexes. I almost put in an order to short DIA at 100. Maybe tomorrow. For now I'm still up 30% for the year - I'll just keep on dancin' as fast as I can.

To: Mao II who wrote (3545)	3/17/1999 8:01:00 AM
From: Dale Baker	Read Replies (1) \| Respond to of 118717

RNWK should do well today with this news that they have a special link with MSFT's new Internet Explorer 5.0 : Microsoft's deal with RealNetworks, the leading supplier of "streaming media" technology, will enable Internet Explorer users to connect to RealNetworks' newly enhanced directory of sites offering audio and video clips, dubbed RealGuide. While limited in scope, the deal is significant because Microsoft's Media Player product is challenging RealNetworks' lead in the market for such media players. In November, Microsoft formally ended a technology-sharing partnership with RealNetworks and said it would sell its 10% stake in the company. "It's indicative of the ongoing push-me, pull-you relationship with Real," a Microsoft spokeswoman said of the new agreement. Executives at RealNetworks declined to comment.