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To: Mohan Marette who wrote (124419)	5/13/1999 2:30:00 PM
From: stockman_scott	Read Replies (2) \| Respond to of 176387

~ OT ~ Interesting Cramer Comments on IBM and the Internuts...FYI... <<Booing Lou for Unsportsmanlike Conduct By James J. Cramer 5/13/99 1:53 PM ET Lou, say it isn't so? Every old-line hardware company loves to say that it does more business on the Net than Net companies do business. But did you, Mr. IBM (IBM:NYSE), have to point fingers? Did you have to knock everybody on the Net now? That was unsportsmanlike. Fifteen yards. A major. We Net entrepreneurs don't need to be told that we haven't done diddly compared to you and those people in your ads sitting around waiting for the meeting to begin or yelling to each other and high-fiving in the desert. Or Dr. Seuss with the Socks, what the heck is that about? What gives? The DOT ain't doin' squat 'cause of Gerstner's speech glorifying IBM's Net role and denigrating everybody else. We have heard this speech from Sun (SUNW:Nasdaq). And we have heard it from Cisco (CSCO:Nasdaq). And we have heard it from Oracle (ORCL:Nasdaq). And we have heard it from Dell (DELL:Nasdaq). But not once did any of those guys put the knock on those of us who went into this Net business when, unlike you, it wasn't that fashionable. They praised us, not buried us. They didn't view this as a giant zero-sum game. They didn't have to bash the pioneers, who will ultimately be your customers. Sorry, Lou, in my eyes, you are no longer sweet. I am not Louing -- I am BOOING. Had to rant. And to sell my IBM. Back to work. >>

To: Mohan Marette who wrote (124419)	5/13/1999 2:30:00 PM
From: ForeverDell	Read Replies (1) \| Respond to of 176387

Mohan- Thanks. Could be. May 18 Fed meeting is looming. But why is the bond market behaving so nicely? Looks like we are starting to recoil. What a buying opp if we close at 45!!!!

To: Mohan Marette who wrote (124419)	5/13/1999 5:17:00 PM
From: Ian@SI	Respond to of 176387

Don't complain. I almost lost out on selling some June Puts at an attractive price. Whatever caused this afternoon's downdraft gave me the opportunity to get a reasonable price, not great, but quite reasonable. I suspect by noon Wednesday, I'll change my opinion to "a great price". :-)) Ian.

To: Mohan Marette who wrote (124419)	5/13/1999 5:31:00 PM
From: Lee	Read Replies (1) \| Respond to of 176387

Hi Mo,..Re:.What is with the Rivlin woman You might be right, looks like the NDX started rolling over about the same time her remarks hit. That combined with the new fad for so-called 'value' stocks and the DOW ends up! LOL! 207.95.154.130 Sheeeesh - she sure has a lot of opinions. <g> Rivlin says U.S. trade deficit unsustainable Alert: Rivlin-drop in Stock Mkt One of Downside Risks for U.S., but Not Predicting it Alert: Rivlin-u.S. Stock Market Reflects Very Optimistic Outlook on Corporate Earnings Alert: Rivlin Says Main Downside Risk for U.S. Economy Is Global Weakness Alert: Rivlin Says Rapid U.S. Economic Growth Could Cause Inflation but Hasn't Yet Alert: Rivlin Says Competitiveness of Us, Global Economy Likely to Hold Back Inflation - Reuters Securities - 1:21 pm Alert: Rivlin Says Can't Count on Strong Dollar to Keep Inflation Down Forever - Reuters Securities - 1:20 pm Alert: Rivlin-dollar Strength Reflects Performance of Economy, Helped Subdue Inflation - Reuters Securities - 1:19 pm Alert: Fed's Rivlin Says in Long-run U.S. Trade Deficit Not Sustainable - Reuters Securities - 1:17 pm biz.yahoo.com Let's send her off to Bali or somewhere for a few months! <g> Cheers, Lee