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To: TRCM who wrote (2204)	2/3/2000 4:23:00 PM
From: David Weis	Read Replies (2) of 8096

To: David Weis (2203 ) ...noticed you are long EMC...did you buy any calls/sell puts through the last down draft...nice bounce here, looks like a possible near term test of 120 again, as long as the equity market keeps truckin' along... Glad to see you've dropped your DELLhead membership...What a collection of diehards on that thread...A few of the main cheerleaders (Kemble) may want to take a course on how to diversify a portfolio... Hi TRCM, I had the good future to sell some EMC LEAPS near the top last week and bought more further out (in money and time) this past Monday (or Tuesday), life is a blur. I love Kemble, so don't even go there......still wear my DELL shirt from time-to-time, and my DELL cap is my only "dress cap" I own at present. Even have some "DELL Blue" on the house that Michael bought for me. grin as far as diversifying ......well, here's a quote I heard in Austin in 1998, "Diversification is expensive insurance". If you have read the Gorilla book, you know that we aren't suppose to diversify. Right? David

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