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To: Poet who wrote (2956)	2/14/2000 4:37:00 PM
From: SecularBull	Respond to of 8096

CREE was incredible for sure. LoF

To: Poet who wrote (2956)	2/14/2000 4:59:00 PM
From: RocketMan	Read Replies (2) \| Respond to of 8096

I just looked at my portfolio and, incredibly, cree has now become my second largest holding, just below qcom. I sold to close the puts I had bought the other day, and bought some higher strikes. I actually bought some more common as well, and got another 10-15 point ride out of them. I've only seen this action with aol two years ago, and with qcom last year. If it wasn't for the money I've been losing hedging my long position with puts, it would be my largest holding. p.s. Don't tell Jill :-)