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To: Sarmad Y. Hermiz who wrote (56771)	5/14/1999 12:17:00 PM
From: Jan Crawley	Respond to of 164684

I have some stocks that are up today, like cse, coms, orcl, wdc. That's the hardest. What to do. Sarmad, Thanks sooo much for Wdc and Orcl, I am keeping both of them with 1K shares each. I sold the 700 shares SCI this morning @42 1/8 just because that my average was $27 and the shares were only one-month old. I do have 200 shares Coms too but I bought them @30 3/4. Trading A/c is pretty much all cash.

To: Sarmad Y. Hermiz who wrote (56771)	5/14/1999 7:42:00 PM
From: radames	Read Replies (2) \| Respond to of 164684

<<liquatdating>>> the thing that really scares me is the long bond 5.93 ,,if it croses 6.0 it will be a disaster,,with the fed meeting tuesday i'm waiting and will still be cautious in options,,,im lookinking to buy t =55,dell=40,netp=21,msft anything lower than 80,,,athm 135-140,,,msft imo is the #1 position to own going forward,,,they are extremely well positioned to benefit from all aspects of the net and we will see all of these investments they are making now prosper in the next 2-5 years,,,same goes for att,imo the street is starting to notice that these goliaths are going to prosper just as much if not more than the true net stox as evidenced by ibm,,,with this sentiment investors say why buy a company that is losing money when you can own att or ibm with much less risk and benefit form the soon to be booming net economy,,imo the big boys are just late to the game and will be eating up alot of the little guys if not consolodating them into their companies,,with the rising long bond i think that investors will be alot less risky with their money and drift into the low p/e companies with real earnings and growing business,,and not speculate with 22 billion dollar book companies that lose money and keep spending more even though they have never made a penny of profit,,,,i'm thinking monday could be bad!!! but who knows with this wacky market,,