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To: Dale Baker who wrote (14057)	1/6/2000 8:00:00 AM
From: jgideon	Respond to of 118717

Dale - I was also tempted to take INPH losses in December to offset last years gains, but I decided to double down instead when it went down through 20 and back up extremely quickly. I don't consider INPH a play on the SAN sector, but more of a individual stock out of value with its group. I don't expect to hold past earnings which are due Feb 8th (I think). If momentum piles in and drives it up early, I may not hold that long. However, consider these numbers on the makers of fibre channel host bus adapters ... Estimated FC revs Q3 P/E Market Cap ---------- --- ---------- INPH 12 M 52 0.153 B EMLX 21 M 346 4.282 B QLGC 20 M 144 5.617 B JNIC 10 M 1970 1.288 B I estimated FC revenues from quarterly reports and press releases, so they could be off by as much as 25%. Still, it comes shining through that INPH's valuation is out of whack with the other companies in this space. Best of luck. jg EDIT: Note that the above table does not include total revenues, just FC revenues. Market cap is of course based on total, but FC is the explosive part of the revenues for these companies.