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To: Poet who wrote (1081)	1/13/2000 2:15:00 PM
From: Ritch	Read Replies (2) \| Respond to of 8096

Poet - I think that all of the Linux related stocks are way overvalued. Linux is a neat operating system and has a place in some server applications, but will not move into the desktop in a big way for a number of years (if ever). I have spent many years working in various flavors of UNIX and know it is not for the average user. If I had an inkling toward shorting, the Linux stocks are one of the first places I would look. I am thinking about buying some more calls on JDSU. I am looking at either the Mar or Jun 180's. Does anyone have any opinions on these? Ritch

To: Poet who wrote (1081)	1/13/2000 2:35:00 PM
From: steve mamus	Read Replies (2) \| Respond to of 8096

AHHHHHHH.....the statistics per Barrons or go to www.ipolockup.com Tale of the tape RHAT Issue price 14 Shares sold 6 million Shares originally issued 68.7 million Lockup expired 2/7 Shares released 60.5 Absorption time 380 days "The expirations change the dynamics of trading the stock...by dividing the number of shares to be released by the average daily volume, the number of days needed for the market to absorb the overhang can be calculated". What will happen?? I don't know for sure but I strongly suspect that I won't be buying this one anytime soon. Unless there is some new incredible fundamental news it would seem to me that the possibility of a supply demand imbalance could exist. Don't you think??