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To: LindyBill who wrote (1916)	2/8/2000 4:36:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 10713

Well, I picked up some more cree at 148 on the downswing today. Sold my RealNetworks on a big upswing. First time I have been able to hit my prices when I placed an order like that.

To: LindyBill who wrote (1916)	2/8/2000 5:06:00 PM
From: Sunny	Read Replies (2) \| Respond to of 10713

Lindy, I agree that 75% Cree would not be as secure as a 75% QCOM was late last year. However, I would like to ask you a question about the application of the Russian Army approach to supporting your winners. Using the Russian Army approach I reached a point where my basis in Cree is ~ 9% of my portfolio value at year end. Due to the run up it is now nearly 20%. Are you suggesting that you would sell a portion of a double because you were uncomfortable with the success? Sunny

To: LindyBill who wrote (1916)	2/8/2000 8:22:00 PM
From: Matrix_Man	Read Replies (1) \| Respond to of 10713

matrix, you are nuts Lindy, I think you are right, I must be nuts. I know I can't believe it myself when I look at my portfolio and see the numbers! Now, if we drop under 100 I will start getting a little anxious. Since the stock could drop 50% and still only be at the basis of my most expensive shares, I feel pretty secure at current prices. But boy, the trader side of me really wants to sell it all! The last of my trading share went at 121. Now why do you say it is so very, very risky? Their q/q and y/y results are phenomenal. They are capacity constrained. They are increasing production several fold this year. They have a number of blockbuster products in the pipeline - in high growth sectors. They have good IP. They have excellent management. Everything I know about this company tells me its valuation in 5 years will be much higher than it is right now. No guarantee - but there never is.