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To: Jill who wrote (760)	1/7/2000 9:22:00 AM
From: PAL	Respond to of 8096

hi jill: i can relate to your situation. it is a repeat of last year all over again: rotation rotation rotation. to where? tractors, basic materials, paper. how long did the rotation last? about 5 weeks. how come? after the brokerage firms generate enough commission from the rotation, they rotate back to technology. more commission. how to look at our portfolio: say that in october the portfolio was at $ 3000, then on new year's eve it went up to $ 8,000. but now it is at $ 7,000. we can view it 2 ways: a. miserable market: my holdings dropped from 8K to 7K b. count your blessings: from oct/99 to jan 6/2000, my portfolio went from 3K to 7K. i am sure you are with me in taking point b. how about others? best regards paul

To: Jill who wrote (760)	1/7/2000 10:32:00 AM
From: RocketMan	Respond to of 8096

Closed out my remaining qcom Feb/March calls, 12 of them total. Nice profit from them, over 100%. Didn't want to be holding them when Qcom recovers, watching them go worthless. Used the money to get some BRCM common and establish a new position on CREE.