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To: Dale Baker who wrote (4639)	4/22/1999 12:02:00 PM
From: JSB	Read Replies (1) \| Respond to of 118717

Discover got me a good fill on my market sell on PROG. I will be a buyer below 11. Picked up some AMKR on the drop.....good company, right sector. I'm sitting on about 60% cash, market feels a bit over extended here.

To: Dale Baker who wrote (4639)	4/22/1999 12:17:00 PM
From: jgideon	Read Replies (2) \| Respond to of 118717

There is a good recent post on the MXTR thread reminding us that CPQ, IBM, and DELL make up about 50% of sales, and that PC sales are about 75% of business. OK, so CPQ had a soft first quarter, but IBM says it was great. Dell indicated that all was fine in its bi-annual meeting a couple weeks ago. SEG sees a flat Q2, and blames it on business sales going to Y2K fixes instead. Everyone else says Y2K spending is not hurting. Either CPQ and SEG have company specific problems, or the rest are hiding their problems sufficiently well. I guess this brings in enough indecision to stymie the stocks in a range until direction is clear. -- Is it me or do I see volume in MXTR picking up over the last hour or so? jg