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To: Lizzie Tudor who wrote (71498)	8/3/1999 1:11:00 PM
From: Jan Crawley	Read Replies (2) \| Respond to of 164684

Well, shorted 200 Yhoo this morning @132 3/4, but covered @127 1/4 over half a hour ago. Geeez, any oppts? I am still just holding the 400 Amzn.

To: Lizzie Tudor who wrote (71498)	8/3/1999 1:13:00 PM
From: James Thai	Read Replies (4) \| Respond to of 164684

This is starting to feel like a bottom, no? Everyone's completely bearish. Brokerage stocks are bottoming soon I think, look at the volume on EGRP and analysts are coming out with negative comments. I've covered most of my puts and am just waiting for a bounce. Just holding PCLN, ATHM, EXDS and CMGI puts at the moment. This time I'm not going to make the mistake I made last month of over-trading or buying back in too early. James.

To: Lizzie Tudor who wrote (71498)	8/3/1999 1:36:00 PM
From: dbblg	Read Replies (1) \| Respond to of 164684

Hi Michelle, I'm not buying anything long term right now. I bought CMTN, BRCM and CYMI today, but I'll be keeping a pretty close watch on all of them. (Right now I am underwater on BRCM, doing OK on the other two.)I didn't get filled on QCOM, and am kicking myself for not leaving a GTC buy at the 50 ema (138ish), which is where it bounced hard the last time it corrected. JNPR's awesome, but I have made as much trading it as I ever reasonably expect to in such a short period of time, so I'm leaving it alone for now. It is definitely on my shopping list if we get a scary down day later this fall, but near term the risk of vaporware announcements from CSCO or LU (via Nexabit) to a stock that richly valued is enough to keep me away. Bottom line, I'm mostly hiding in cash these days. I'll leave the heroics to KIS et al.