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To: tom rusnak who wrote (45958)	5/24/1999 9:08:00 PM
From: John Graybill	Read Replies (1) \| Respond to of 53903

Good one! Those tout-fest's are real events. Where'd you find that? I check the MSN/briefing.com page regularly and haven't seen them.

To: tom rusnak who wrote (45958)	5/27/1999 2:48:00 PM
From: John Graybill	Read Replies (1) \| Respond to of 53903

Robbers & Stealers to the rescue! Keith Benjamin, Internet analyst at BancBoston Robertson Stephens said he thinks the Net sector is at an important "inflection point," following recent weakness. "Many investors appear to have given up after recent declines, demonstrating capitulation that typically defines the bottom," he said in his weekly Web report. Benjamin said, however, that the softer side seen in Web stocks is providing the opportunity to "build a basket of stocks," recommending some well-known names... cbs.marketwatch.com and... Sue Billat, analyst at BancBoston Robertson Stephens, said, "The semiconductor industry is in a lot better shape than people realize. I think the Street has been preoccupied with the rapid drop in DRAM prices and in past cycles, when DRAM prices dropped, it meant the worst. This time it doesn't." She said DRAM companies have entered into an aggressive pricing mode because they want to drive out the higher costs companies." cbs.marketwatch.com The earlier-than-usual touting surprises me. I figured next Wed/Thu would be the start of the 3-4 day news barrage before the June 7/8 tout-fest. Tough to keep it going for longer than that. I can only guess (in retrospect) that they want to start moving the goods before the 3-day weekend, which is the de facto start of the summer-vacation season. Better put that in my notebook for next time. (BTW, where's Danny? Maybe he saw United's Memorial-Day $58 SF-Vegas special, whispered "I am your father. Your time has come. Join us! The sell-side is your destiny!", to the younger but most dangerous (i.e. honest) analysts, and ran out the door.)