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To: Will Lyons who wrote (333)	8/29/2000 9:51:29 AM
From: kinkblot	Read Replies (2) of 565

You review your mistakes? <g> Thanks for the kind remarks, Will, but I second what JF said so well, including the part about "knowing too much." Be assured that your contributions have been plenty useful. AXTI, for one, has done well for me. I also started following EMKR after you mentioned it; followed it closely through the low last October but did not pull the trigger, and that was a big mistake. Here's where I went wrong. I could see that based on their burn rate, EMKR would soon be back in the public market to raise more funds. I assumed that would be a negative; to the contrary, the underwriters pumped it up ahead of the offering. I've noticed that this happens more often than not these days; it also happened with KOPN last fall (outstanding ramp job by CSFB). They get the same slice of a bigger pie. Then, following the "Mr. Cheap's" approach to investing, I could not bring myself to chase it when it was going straight up, though I almost grabbed it during the selloff in April. Live and learn. WT

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