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To: SecularBull who wrote (1905)	2/8/2000 5:27:00 PM
From: RocketMan	Read Replies (1) \| Respond to of 10713

What are your plans for cree options? I am 1/5 in common and 4/5 in June 85 calls. Is it better to sit on them and exercise them at the end, to exercise earlier, or do something else?

To: SecularBull who wrote (1905)	2/9/2000 12:53:00 AM
From: stockman_scott	Read Replies (1) \| Respond to of 10713

<<I'm sitting at about 2.3% of portfolio. Mine is in options, though, and that represents quite a bit more in terms of underlying value. If I exercised, it would be about 9%.>> LoF: After the recent run-up CREE stands at about 23-25% of my portfolio <VBG>...I started buying aggressively at just over $100 and bought up into the $130s....I also have enough CREE (for now). As I continue to research CREE I gain greater confidence in the firm's ability to deliver superior performance for all of its stakeholders. IMHO it may actually be an emerging Gorilla that is 'crossing the chasm' at a record pace. Some folks may not agree with me. Yet, I am sleeping well with my CREE holdings. All of my shares were bought in an online IRA and I have a VERY LONG time horizon with this investment. Best Regards, Scott