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To: Robert Rose who wrote (93673)	2/16/2000 3:43:00 PM
From: Sam Sara	Read Replies (2) \| Respond to of 164684

Also bought vert, more jdsu, vign, cmrc, cnxt over last 2 days. Biggest holding now is HLTH, bought more today. I agree on your opinion of vert...also consider HLTH- with CARI merger, they are now the only player in a game with high barriers to entry and switching costs, once IT systems are implemented. Execution risk remains, but potential is large. I am in healthcare field, and feel good about HLTH- everywhere I look, healthcare companies are waking up to IT and internet, and HLTH is smack in the middle. Also bought SQNM as a biotech play. As long as biotech remains hot, this will do fine.