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To: The Ox who wrote (10640)	11/21/1999 7:14:00 PM
From: drsvelte	Read Replies (3) \| Respond to of 14427

Hi Michael... I suspect we might have a goofy week coming up with the Holiday and probably a number of folks "out of the office." Fridays after Thanksgiving have been really unusual -- last year I recall ONSL went up 60+ points on Friday and gave most of it up the following Monday! The parabolic rise in the NAZ has me a little bit spooked - I've lightened up alot and will be called on my HLIT position. For the week to come I am going to buy a few "beaten downs" that look like they're starting to see some accumulation - XRX, AFFX, LOR, maybe ANF. I've already positioned myself in VRTY for the split and earnings play and will be getting back into ADIC. I am also looking at two shorts - LIN and MIKE. These are just shorty shorts on a breakdown. What y'all doing?