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To: Sonny McWilliams who wrote (23474)	4/19/1999 6:36:00 PM
From: William Hunt	Respond to of 27012

Sonny ----pure greed ---bought back in ----what a dummy ---then sat on my hands ---"Sonny ---Sold Schwab this morning ---made 34 dollars off it but was starting to get concern with the P/E at 143 plus this was in less than a month . I feel that this qtr good news is already factored in ---will continue to watch it ". Live and learn ( SHOULD HAVE FOLLOWED MY OWN ADVICE !). BY the way what are your thoughts on EMC and GE ---both have been taking a beaten ---but have good fundamentals . I do not think we have seen the last of this craziness . I can not understand how the transports could be up today with oil prices up 50% in the last six weeks . If the economy is the reason and world markets are coming back then interest rates will be going up due to inflation and the value of our market should come down . What the hell do I know ? Always looking for answers on how to play this game . BEST WISHES BILL

To: Sonny McWilliams who wrote (23474)	4/20/1999 9:30:00 AM
From: William Hunt	Read Replies (2) \| Respond to of 27012

Sonny ---from briefing.com---Updated: 20-Apr-99 Techs Unplugged For quite some time the tech sector had been driven by two forces. The first was strength in the large-cap industry leaders. Convinced that bigger was better, investors poured money into the likes of EMC Corp. (EMC), Dell (DELL), Cisco (CSCO), Sun Microsystems (SUNW), Intel (INTC), Lucent (LU), America Online (AOL), Microsoft (MSFT) and Yahoo! (YHOO), without much concern over price and/or value. The second was the emergence of the Internet. Unbridled optimism over the Net's potential led to widespread buying of virtually everything ".com." As Briefing.com noted in a recent Brief, the disconnect between fundamentals and price action was huge, with day traders driving stocks to unfathomable heights on the vaguest promise of future profitability. Over the past week, however, we have seen institutional investors rotate out of the large-cap names and day traders dump Net stocks. What triggered the sector's sharp reversal is tough to say exactly. Earnings concerns, anxiety over the slowdown in the PC group, valuations and Kosovo are among the reasons given for the change in sentiment. In reality it's probably some combination of all of these factors. Fortunately, none of the aforementioned factors should prove to be long-term concerns for the tech sector. In fact, Briefing.com contends that most of the selling is behind the group already. Using recent tech pullbacks as a guide, Briefing.com notes that the large-cap, non-Net stocks typically slide between 20% and 30% from their 52-wk highs. Meanwhile the large-cap, top tier Net stocks fall by 30%-40%, and the second/third tier Net stocks tumble roughly 50%-60%. One look at the table below suggests that if the current retreat is similar to recent pullbacks, the time for bargain hunting is close at hand. In fact, we wouldn't be surprised to see sector mending its ways by mid-week. Bargain hunters should note that the big names typically bounce back first. BEST WISHES BILL

To: Sonny McWilliams who wrote (23474)	4/21/1999 1:41:00 PM
From: Ann Janssen	Read Replies (3) \| Respond to of 27012

Hi Sonny, Well, maybe I spelled that wrong again... See why I cut and paste out of word all the time. <ggg> I am usually running 12+ processes (Mail, terminal emulators, MS-Apps, etc.) not processors. Although I am networked to about 8 different machines and am usually logged out to a clients system. I may be a power user but I don't need 12 CPU's. <ggg> I love the dummies books. They are always a great starting place when I'm trying to learn something new. They have great comics too!!! That's to bad you won't be able to make the meeting. I told JT the other day we may just have to have an east coast party eventually. It would be great to meet you all. I'm sure we are nothing like the pictures we carry in our minds of everyone. Maybe I'll try to get a photo of the bunch and get it posted on website. At least you'd be able to see what we look like. About PIXR.. I had not heard about the layoffs yet. I have been watching it for a while, before I buy it I think I'll update my research. I have a little DIS and I'm not exactly thrilled with it but the intent is to hold that for a good long time. I'd like to get back into CKFR at some point. They are very volatile right now. This is not an internet stock per say, it's more of a back door internet stock. And it did pop back up 4+ after going down 10 the day before. See you should have listened to me!! Just Kidding!! We both know how this goes, you buy it and then I will once it goes down from your purchase. I do understand about buying less than whole lots. My broker loves me when I do that, he makes even more money off me. <ggg> I'll take a look at C and Telebank. Thx for the ideas. You have a great day and I'll try to catch up with you all later. Ann P.S. No I haven't heard any thing yet. I sent a PM yesterday though.