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To: Robert Rose who wrote (81627)	10/22/1999 1:36:00 PM
From: dbblg	Read Replies (1) \| Respond to of 164684

>> perhaps it is time for me to take some modest profits now.... Me too. This Sycamore thing is making me very uncomfortable, in large part because Dan Smith and Desh Deshpande's earlier venture, Cascade, taught me a very, very expensive lesson a couple of years ago. I had a huge gain in it, knew the tech., was even correct in assuming Lucent would have to buy it eventually...and then averaged up huge about an hour before they announced an inline quarter with a massive spike in DSOs. Stock gapped down from 60 to 39 (on its way to I think 21). And I quit trying to be a hero.