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To: Michael Rich who wrote (24544)	3/24/1999 1:47:00 PM
From: Judy	Read Replies (1) \| Respond to of 50167

Michael, At this juncture in time, WCOM and TLAB seem fundamentally stronger than LU for selling puts. LU could get dicey if the ASND merger is more dilutive than expected or if ASND does not meet earnings estimates. Please confirm block trades later for PFE and WLA, they're selling off the drug sector the last few days. DELL reports strong PC growth ahead ... while a slew of analysts have expressed doubts recently. Time to look for accumulation.

To: Michael Rich who wrote (24544)	3/24/1999 1:51:00 PM
From: KM	Read Replies (1) \| Respond to of 50167

I've been noticing accumulation in INKT myself since I've been watching it. exchange2000.com Decided to take a little more.

To: Michael Rich who wrote (24544)	3/26/1999 6:22:00 PM
From: Judy	Read Replies (1) \| Respond to of 50167

Mikey, a couple of comment before I depart to attend a Chinese wedding banquet tonight ... QCOM ... the broader vision is wireless internet, the giants CSCO and LU are trying to enter that segment. Art of investing continues. Window dressing ... be alert to the concept of "Dressed to kill". Have a good one.