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To: Sarmad Y. Hermiz who wrote (50356)	4/14/1999 7:04:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

Of course you were right for the wrong reason, in my opinion. I think the internet sell-off had nothing to do with Intel and was just profit taking, or partial return to sanity, or something like that. Sarmad, What do you believe the Inets will do tomorrow?

To: Sarmad Y. Hermiz who wrote (50356)	4/14/1999 7:21:00 PM
From: GST	Read Replies (1) \| Respond to of 164684

Sarmad -- I thought nets were profit-taking amidst a 'tech sucks' backdrop. INTC is going to have trouble making money like they used to -- INTC sucks most of all. Same with DELL and their boxmaking brethren. LSI is in the sweet spot of its cycle -- and are going to do well while other semis suffer. There are a lot of cross-currents -- but does it add up to a sharp downdraft? Rotation? I don't know -- but at the very least we are heading for new leadership. William argues that the nets have bucked the trend and will continue to do so. Looking at them today, you have to wonder. The market looked pretty jumpy. I have some almost worthless April MSFT puts which make me dream of a blindside blow to the market lasting for a couple of days. <G> My advice -- SELL ALL YOUR MSFT, NOW! <VBG>