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To: wlheatmoon who wrote (51943)	7/17/1999 10:57:00 PM
From: John Pitera	Respond to of 86076

Mike, thanks I took a position in MSFT and LU right before the July 4th week end, when it appeared that we had made that 9 month cycle low. I did not load the boat but, enough for a taste, awre, which I bought earlier in June when it started getting close to it's 200 dma had done well. COVD (another of the big-bandwidth modem makers) has also recovered smartly, although I am not long it. POS, I have only had one position in POS in the past 2 years, it just doesn't do it for me. -ng- JOhn