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To: steve mamus who wrote (3957)	2/29/2000 10:23:00 PM
From: Poet	Read Replies (1) \| Respond to of 8096

Steve, FWIW, I bought back the Sept 210 JDSU puts I sold a number of weeks ago. I made 45%, nice money, fine with me. I'm waiting/hoping for a JDSU downturn in the next few weeks so I can reposition a wee bit closer in. All that said, I want to remind you that I've still got my "double cojones" March 260 put position still in place.

To: steve mamus who wrote (3957)	3/1/2000 10:09:00 AM
From: edamo	Read Replies (2) \| Respond to of 8096

dok....you worry too much.... dow 9500.....who cares...been lower, been higher, not a trend reversal..... i watch individual stock trends....market environment does effect, but only temporarily......"this ain't your father's stock market" (and i've been in it for thirty years.....too much programmed cash inflow and liquidity... stuff moves on technicals more then fundamentals..."negative events" equate to opportunity....look at contra indicators....did ya notice the latest noise about "buying the dips" not working any more.... you know as much as ml or cramer or anyone else....don't follow.......lead....lessens the risk... good luck....ed a. p.s....looks like we may have jdsu 280 today, brcm 200, it's a very predictable trend...... p.p.s......and not to worry about prc attacking taiwan, violates 2000 years of mindset....