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To: William Hunt who wrote (23727)	6/2/1999 2:22:00 PM
From: Yaacov	Read Replies (1) \| Respond to of 27012

I am like you and do not believed that this big rise in inflation that is worrying the market can be substained ---still too much technology coming on line and still too much slack in the world economies . Hello William, Good post. Your right. I think everyboyd was looking for an excuse to sell, when dow went from 10 to 11,000. The analysts in this side of Atlantic see the market drop to low 10,000 and then picking up. They alos wee a sector rotation. The cyclicals such as CAT and financials stocks will not perform. What do you think about Dell(it has lost 55 billion market cap this year!!) INTC and CSCO? Kind regards, Yaacov

To: William Hunt who wrote (23727)	6/3/1999 9:35:00 AM
From: Sonny McWilliams	Respond to of 27012

Hello Bill. Just a very short post. Thanks for research on LU. Don't forget WCOM. One of the best internet plays IMO. Has had at least a 50% stock price increase per year over the years and it does not look that it will stop. Interesting Skytel deal. Wireless. UUNET a big plus for WCOM. Internets are coming back a bit also. Rumors are that Amzn will go into the toy business. AOL seems to be stuck or even worse when you listen to some of the analysts. But I am holding for the long term and will buy lots more if it goes any lower. Online brokerages may get crowded. Unemployment. A little surprise. Filings were up. A. Greenspan was good yesterday. gg. Inflation worries overplayed I believe. We will have to work on those trade deficit numbers before I will worry about inflation. Got to run. Sonny