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To: JSB who wrote (15745)	2/13/2000 12:46:00 PM
From: Richard Tsang	Read Replies (1) \| Respond to of 118717

Jeff, what Inet? Don't touch portals. Infrastructure plays will continue to boom. The Inets will continue to spend money to build and maintain. Technologies in hardwares and softwares are changing so fast that many of them cannot keep up with the pace due to lack of financial resources to build. Just my 2 cents. I still like BLSW, holding up nicely on a down day. My biggest single holding right now. Their Sapphire/web and XML products will continue to benefit, just like the way I like Sagavista from AGS. Big companies don't want to dump their legacy systems. Rich

To: JSB who wrote (15745)	2/13/2000 12:46:00 PM
From: Dale Baker	Read Replies (1) \| Respond to of 118717

Given the somewhat predictable spike and tank behavior in the Nuts, I may think about trading around the core positions again. Rich's formula on runups sounds interesting. Selling covered calls is driving me nuts because every time I sell RNWK calls the silly bugger spikes and makes me wonder if I should buy them back. If I get called from my Feb 180's I may stare at the chart and look for a pullback. I was just reviewing our fund holdings and EXLN (ex-ODIS) is really taking off these days. I may look into trading around that one too for the personal account.