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To: Sam Sara who wrote (86475)	12/6/1999 11:12:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 164684

It looks like you are moving in to more quality names (aka "blue chips") but if you want a spec play for that leaf money you might look at actuate.. actu. I bought at 26, now 44, probably has more to run, just a thought.

To: Sam Sara who wrote (86475)	12/7/1999 1:41:00 AM
From: Mark Fowler	Read Replies (1) \| Respond to of 164684

Are you including the genomics companies (eg HGSI, CRA) in this? I am hoping that some of these companies will form a flag, and allow an entry point.<< Yes and Near term they will pull back some before they move forward I really like Cra: Message 12148405 On another topic, I have a small profit on LEAF, but need to get funds to move into ICGE and possibly EPNY.<< I like leaf and i'm keeping it. The company just announced an integration of PowerPoint as an authoring ability within BladeRunner which is significant in extending the power of XML across the desktop so i'd keep it. Should consolidate between 35 and 45. Icge is a must own and is holding up well on 13 ema. B2b is in its embryo stages i'd buy on the dips. Epny is a fast moving stock i've made a bundle on this one and hopeful that we could see one more good move up above the high...low to mid 140's look like a good entry point. FFIV is another interesting stock- sitting just above 50 day MA, lockup over, undervalued IMHO relative to its peers...has frustrated me in past-one of those stocks I can't seem to time correctly.<< Yes i agree it's undervalued some...I closed this out and would wait to see if the gap is filled then it's up from there...on my watch list. On the bright side, entered SDLI and EXDS end of Nov., and those are looking good. Still long BVSN, QCOM, JDSU, ARBA, CMRC, RBAK, SMMX. Bought EMLX today, with bounce off 50 day and a doji....<< These are all good stocks of which i hold except Arba,Rbak,and Smmx and Emlx i replaced Emlx with Lbrt for now...Emlx looks like it will start a new consolidation phase near term and should hold up well above 139-140 a great little stock i think it'll double from there in 12 months or less...Sdli and Jdsu are two beautiful stocks keep them long term.