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To: The Ox who wrote (12806)	4/3/2000 1:50:00 PM
From: SJS	Respond to of 14427

Thanks for sharing that Mike. I own all except AHAA and SMTC, which I am watching. I added more NT today. There's word on the street that NT will kill their earnings to the upside. I was underweight this stock, and now took some 400-600% winners off the table (TQNT, AMAT) and am staying mostly in cash I did added NT for the LT portfolio. I did mention a few weeks ago that I just didn't like the feel of things. This is one of the bigger washouts I remember in recent times. I also had an inflection point this weekend. I was cleaning out some statements from 1996 and 1997. I owned CSCO from the early 90's and then bought JDSU (then just UNPH - Uniphase) at that time. The real power of buy and hold becomes truly apparent from today's vantage point, from even just 4 years. I have had a pretty good luck picking winners, If I had just held these stocks and forgot about them I would have had 5 figure shares......you can do the math on the digits in the LT gains. An eye opening event. Instead, I sold some of the stock, payed the government an obscene amount of money at close to 50% (state and federal) and had some called away via CC's I didn't buy back. Maybe we shouldn't be some microscopically focused in the trading area. Do good research and let the winners run, make LT decision and take LT profits. Steve

To: The Ox who wrote (12806)	4/3/2000 2:57:00 PM
From: LiamCK	Read Replies (1) \| Respond to of 14427

Mike, Good luck with your strategy, IMO, I would keep a very close eye on AHAA. There are gaps all over the place on the way up that never got filled, the next to get filled being at $88. Also, the chart pattern looks like an ABC down (like many charts do) where the distance from A ($156) to B ($97) will be repeated from the retracement C (132 3/4) to D ($73.75). Yeah, it's way oversold, but given the gap at $88 and the possible ABC down formation, it's a chart shorters look for. I know nothing about AHAA's business, anticipated earnings, etc., but considering the low today is lower than its most recent low, the pattern outlined above is a distinct possibility, IMO. I hope I'm wrong, the ABC is not perfect as the fib retracements are off a little, and it seems to have support in the mid to low $90's.