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To: Glenn D. Rudolph who wrote (91741)1/21/2000 1:05:00 PM
From: H James Morris  Read Replies (1) | Respond to of 164684
 
Glenn, these Dscm insiders where net buyers in the 40's.
Can you believe that John Doerr only bought 2500 shares?
>08/02/99 SAVOY WILLIAM D Purchased 10,000 $44.81 $448,125
08/02/99 RAMAN KAL Purchased 5,800 $44.81 $259,913
08/02/99 NEUPERT PETER M Purchased 25,000 $44.81 $1 Mil
08/02/99 SILVERMAN MARK L Purchased 10,000 $44.81 $448,125
08/02/99 BEZOS JEFFREY P Purchased 555,555 $44.81 $25 Mil
08/02/99 ROSTOV DAVID E Purchased 11,300 $44.81 $506,381
08/02/99 SCHULTZ HOWARD Purchased 2,500 $44.81 $112,031
08/02/99 DELBENE SUZAN K Purchased 5,500 $44.81 $246,469
08/02/99 AMAZON COM INC Purchased 555,555 $44.81 $25 Mil
07/28/99 DOERR L JOHN Purchased 2,500 $50.25 $125,625
07/28/99 BYERS BROOKS H Purchased 2,500 $50.25 $125,625



To: Glenn D. Rudolph who wrote (91741)1/21/2000 1:07:00 PM
From: Robert Rose  Respond to of 164684
 
Agree that I would hesitate to enter affx at this point. On the other hand, yesterday's huge run was on triple average volume, as should today's. Volume speaks volumes. One way to put this biotech run in perspective might be to average the gains of the last few months over the course of the last 10 years, during which the sector stagnated.