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To: No Mo Mo who wrote (809)	4/4/2000 6:16:00 PM
From: Boplicity	Read Replies (1) \| Respond to of 13572

I mean year not Years. If what I bought today pans out I should have very good year. I own thousands of share from last year on both JDSU and QCOM, I bought QCOM 13 months ago, even by selling half of it, is still my number one holding, where JDSU is my number two, even though I added to JDSU today. SO the both of them rule my port. I'm expecting great things out of both of them in the years to some, they should out perform my CSCO holding going forward. Here is part of port., nearly correct in %, of course the shares amount are higher. you have to add 000,000,000,000. that many zeros LOL I wish siliconinvestor.com I have held CSCO for a long time, but I have this bad habit of selling it off to buy others stocks. I have a lot other $ elsewhere, funds, etc etc.. I'm playing with 1/2 of my money. Just send off checks to our IRA, I was hoping to hit the bottom in the both of them. Plus the kids have trust funds I set up, then there is school funds, blah blah blah My portfolio is ruled by my margin amount I have. I like to keep it at 60%, meaning 60% equity to margin. So the % I buy of new holding is related to that. It was at 84% yesterday so I have a lot of money to move in with, starting buying today, since I feel we had a blow off. I never buy all I want at once, I like to wheel in, maybe 2000 shares or less, then build, always with a game plan, where I will sell at if the buy was wrong, I never set at what level I will sell at, I let the market tell me that. LHSP is one stock that I'm violating my 10% down rule, since I believe it's time has come, and I don't want to be out of it due to the damn wash sale rule. I come to the conclusion that ELON's story is going to take a long time to develop before we see mass consumer market, XTND vol. is too thin, heck I bought it yesterday at 95 sold it at 98 96 and the damn thing dropped into the 40's before it recovered, I don't like those kind of games. I have a feeling PDLI and the rest of the bios have started to make bottoms. G

To: No Mo Mo who wrote (809)	4/4/2000 6:22:00 PM
From: Boplicity	Read Replies (2) \| Respond to of 13572

From the bull market report.. <<COMMENTARY ------- Note ------- Tonight's report is somewhat different in format than usual due to the tremendous volatility that we have seen in today's markets. -------------------- Ladies and gentlemen, get a helmet, because apparently the sky is falling. At least that's what it felt like for a lot of investors today, as many watched their favorite stocks get absolutely pummeled and their portfolios get trounced on. Today had all the signs of a crash, especially when the Nasdaq reached the negative 500 point level, the worst drop in history and the equivalent of 1550 Dow points. The Dow was down over 500 points and was still considerably stronger than the Nasdaq The bond market shot up on a flight to quality. There was genuine fear and panic selling in equities. The S&P Futures were halted twice. There was discussion of halting trading on the Nasdaq, even though, unlike the NYSE, there are no official levels at which trading is halted. There was absolutely nowhere in the market to find solace. Those who couldn't take it had no choice but to go into cash. There were no other options. When an individual investor found that his or her "pain threshold" was exceeded, they simply sold their position and took their medicine, especially those on margin who were destroyed today. Unfortunately for a lot of people, many sold at the bottom of the day, when the Nasdaq was down 13.5%. The intraday recovery was nearly as the dramatic as the initial drop. For all the frightfulness of the of losing more than 500 points off the Nasdaq, it was nothing compared to the joy of watching the market claw and scrape its way back up, eventually crawling back above 4000. When the Nasdaq hit 4000 on the way back up, if you opened your window and put your hand to your ear, you could just barely hear a low rumble. That rumble was the sound of thousands of investors everywhere, sitting in front of their computers and cheering. (Actually, it happened twice -- once for all the people with real-time quotes, and then 20 minutes later for everyone using delayed quote services!) Some stats: Volume on the Nasdaq was 2.8 billion; 1.5 billion on the Dow. The Dow had the biggest one day point swing in history: 700 points; 634 points on the Nasdaq, also a record. What should we all be learning from today's experience? Well, first of all we should be more in tune than ever with the fact that the markets are more volatile than anyone ever imagined, maybe even us. We said that 2000 was going to be the year of volatility, but this is just incredible. The Dow had a 700 point swing today, and that is the index that is supposed to be more stable! So, what do we do now? There is no answer that we can give you that will solve all of your concerns. There was some good news at the end of the day that we hope will have positive effects on the market in the future. For one thing, the long bond closed at 5.74%, down 15 basis points. This may preclude the Fed from raising rates anymore for a while. Secondly, the market made a tremendous comeback, rallying 80% of the way back on the Nasdaq. There were buyers in the wings with tons of cash when the last short was squeezed to death. And they bought stocks like they were going out of style. Which ones came back the most? After hitting $119, Intel closed at $133. After reaching $85, Microsoft closed at $89. [Ed. Note: This is the buy of the month, in our opinion.] Yahoo had a huge swing, closing 34 points above its low of $133, actually rising 5% for the day to close at $167. Quality was the key to success today. This should be a short term lesson for us all. When things look the worst, it is the time to be buying. There is a book called "Blood in the Streets" by James Davidson. It's a book for you doomsdayers out there. It is good reading, but consistently wrong for the last decade since its publication. Today was a day to be buying when there was blood in the streets. Tomorrow? No one knows at this point in time, but the previous 24 hours saw the Internet add 200,000 people that have never been logged on before, and there were over 300,000 PC's installed around the world. Maybe this is why Cisco was up for day to $73, after trading at $64! This is why we can be comfortable with our Internet infrastructure stocks in our long term core portfolios. And, on a final note, we would like to point out that the alcoholic beverages sector was up 3.5% today. Feel free to insert your own "the market needed a drink" joke here. Good investing for the rest of the week. Todd Shaver Editor in Chief The Bull Market Report Washington, DC USA>> Greg