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To: Yaacov who wrote (23729)	6/2/1999 2:39:00 PM
From: William Hunt	Respond to of 27012

Good evening Yaacov --- It is good to hear from you --I hope you are doing well . I bought into LU about a week a go by buying ASND ---feel that the networkers such as CSCO and LU are having a good qtr ---am worried about DELL due to computer prices falling so fast ---yet when I went to Dell's internet site the other night looking for a computer for the wife the prices still seem high . The issue with both INTC and DELL seems to be if you believed if prices are going to hold up for the bottom line for the qtr . I have the feeling on both stocks that this is already price in the stocks individual price . I also feel that the two companies are some of the best at controlling cost to keep the bottom line in focus . That said I am looking at EMC,MSFT and TXN as a possible buy . BEST WISHES BILL