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Technology Stocks : For Hedge Fund Analysts and Managers

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To: NotNeiderhoffer who wrote (4)	3/14/2000 9:50:00 AM
From: Wizard	of 499

I can only take so many conferences per quarter - I didn't make the Morgan Semi one. Did PW at least pay up for some high-quality social events like Devo (Robby's musical entertainment one night). Regarding the market, I just feel happy about surviving the nifty fifty mid-late 90's market and lasting long enough to see another bull market for small and mid caps... August-October 1998 almost made me become a WebVan driver ($14 per hour plus options). Don'tknowifishouldbehedgedatthispointbutbusinessistoogoodtobepessimisticasmysoftwareholdingsareallpoisedtoblowthroughtheirnumbersandthenselloffthenews.myquestioniswhenthesesemicapequipmentstocksbegintoanticipateanorderslowdownandthenthemomofundsrunforthehills.

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