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To: Susan Saline who wrote (20028)	6/2/1999 1:22:00 PM
From: Larry S.	Read Replies (1) \| Respond to of 53068

<< Dell hires Frito-Lay executive as operations chief - Reuters - Wed 12:38pm>> now dell will offer PIIIs in sourcream and onion, barbeque, garlic, and krinkled. gggg must be bad today. larry

To: Susan Saline who wrote (20028)	6/3/1999 2:14:00 PM
From: Johnathan C. Doe	Read Replies (1) \| Respond to of 53068

Ortel Corp. (ORTL) 11 7/16 +1/16: manufacturer of bandwidth-enabling equipment reports a Q4 loss of $0.04 a share, five cents narrower than analysts were expecting, vs a yr-ago loss of $0.09; company also announced its intention to sell its wireless operations in order to further focus on its fiber-optic business

To: Susan Saline who wrote (20028)	6/3/1999 10:30:00 PM
From: Larry S.	Respond to of 53068

Keep the Faith, baby: - We all have probably been rocked pretty hard by the market the past few weeks/months. Some really great companies have had significant pullbacks. It remains a time for caution, but also for some important diversification. Tech and net stocks have been tremendous performers, but they are under significant valuation pressures and are likely to remain so for the forseeable future. There will be breathtaking bounces, that would be easy to misconstrue as an end to the decline. The current malaise in nets and techs will continue until there is a change in psychology about them. I don't know what will cause the change or when it will occur. But it will occur. Until such time, I suggest diversification, not being in margin, and maintaining reasonable cash position. and if you really want to protect further damage to your portfolios, sell your biggest losers, as hard as it may be. luck all. larry