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To: Sig who wrote (9429)	3/28/2000 10:41:00 PM
From: Gabriel008	Respond to of 35685

Sig, I own pretty much what you own except I'm heavy into Broadcom and NT as well. I also own IBM, PHCM, RMBS, BRCD, NSOL, CMRC, ARBA, RIMM, DITC, CMGI and YHOO. I'm not expecting any great things from DELL and so I've sold calls against my positions. I can't see them much above $60 unless they come in with 19 cents or higher, which is highly unlikely given that Monsieur DELL stated last Q that February would also be soft. For your info I just dumped a major position in Cisco in 2 of the accounts I manage as I feel that NT will assert their superiority within the next 12 months and Cisco's stock will suffer. Did you see QCOM today. The deal with MOT will force Nokia to act sooner rather than later. This is looking real good. By the way if JDSU's earnings aren't spectacular I'm thinking of lightening up my position as I don't see any major upward move until well into Q3. The summer will probably be uneventful from a market standpoint. Regards, Gabriel