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To: Victor Lazlo who wrote (72840)	8/10/1999 10:06:00 AM
From: Wizard	Respond to of 164684

Nobody's business goes one direction on every contract. It is silly to discuss 'one direction' if that is what you mean. Microsoft, Cisco, and Intel don't win everything on their terms. Overall trends are much more important. DCLK is doing fine and will be a big story come Q4. I own a small position from $81 and just waiting to increase it as we approach Q4. DCLK is not a fly-by-night dot-com, its a real company with a very real model linked rather meaningfully to clicks on the internet. Clicks are deccelerating (but growing nicely) due to seasonal reasons and will reaccelerate due to seasonal reasons. Meanwhile, DCLK is growing triple-digits. Those who underweight internet-related companies (the recent garbage dot-com IPO's notwithstanding) on a secular basis will be seriously handicapped. I am not trying to time the group, just pick off core-holdings one-by-one and over time.