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To: Trader Dave who wrote (956)	12/22/1999 2:09:00 PM
From: NotNeiderhoffer	Read Replies (1) \| Respond to of 1331

TD, Listen up you whiner. You want deal allocations? Ditch the loser buy and hold thing and start playing the game. I bet Ark funds and Van Wagoner are getting allocations of the new new things. per thestreet.com article (the 100% club) today-then check out the links to their mutual fund section Annualized Portfolio Turnover Ark Small Cap Fund-- 733% Van Wagoner Emerging Growth--646% churnem and burnem baby 733%-what does that work out to? An average holding period of about 30 trading days? BTW-today is a historic day on wall street. We witnessed a new paradigm in price targets. David Garrity's $1,000 price target on CMRC makes Blodgetts $400 target on Amazon a year ago look wimpy and might get him a little publicity to boot. NotsurehowmuchVALinuxGarrettgotonthedealNeiderhoffer

To: Trader Dave who wrote (956)	12/22/1999 4:46:00 PM
From: Beltropolis Boy	Respond to of 1331

TD. your lesson of '99 (i.e., "don't write covered calls") on the AMCC board, brings to mind a recent post from the value forum. this guy, a diehard deep discounter (aka theft), said that shorting a tech stock this year was like getting run over by a train. the same train that is going to derail a mile down the track. source: Julian Robertson in the most recent Barron's. never heard of Julian, but i kinda like what Bill Miller (Legg Mason) said on the valuations of many dot coms: "there's value in these stocks alright. it's just that the value is much lower than the current share price." btw, did you ever take a look-see at NetApp? (un)fortunately, i think i PM'd you on it just before it got NTAPped by the hand of Gilder. i was fairly comfortable with the barely sub-100 P/E, but now that all the Georgies have gotten aboard, it's gone "shinkansen." (just back from tokyo -- that's the japanese bullet train, NN.) to steal your phrase, when does the roach-motel investor sell? NottakenastockprofitallyearbutdidgettheSFSKlatexprobingandtaxlossCM