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To: Thean who wrote (12899)	4/6/2000 4:37:00 PM
From: Alski	Read Replies (3) \| Respond to of 14427

Gang, The new Broadband HOLDR has started trading; ticker BDH. It's holdings list looks pretty familiar so I though some of yous might be interested. Stock list includes: Lucent Technologies, Inc. (LU), Terayon Comm. Systems Inc. (TERN), Nortel Networks Corp. (NT), PMC-Sierra Inc. (PMCS), Motorola Inc. (MOT), Comverse Technology Inc. (CMVT), Qualcomm Inc. (QCOM), SDL Inc. (SDLI), JDS Uniphase Corp. (JDSU), Conexant Systems Inc. (CNXT), Broadcom Corp. Class A (BRCM), Next Level Comm. Inc. (NXTV), Corning Inc. (GLW), RF Micro Devices Inc. (RFMD), Sycamore Networks Inc. (SCMR), Scientific-Atlanta Inc. (SFA), Applied Micro Circuits Corp. (AMCC), CIENA Corp. (CIEN), Tellabs Inc. (TLAB), Copper Mtn. Networks Inc. (CMTN). biz.yahoo.com cbs.marketwatch.com FWIW...Alski

To: Thean who wrote (12899)	4/6/2000 4:39:00 PM
From: drsvelte	Respond to of 14427

Thean, there were rumours near the close yesterday that alleged CSCO might have some accounting "irregularities." But I don't see a tie in with RFMD. I have been looking to get back in RFMD, but it is not acting like its "old self." You've got to be pleased with SAWS! I am happy with TXCC! Bought some NEON - one of my favorite stocks which periodically does me in. Briefing pounding the table on them.

To: Thean who wrote (12899)	4/6/2000 7:19:00 PM
From: SJS	Respond to of 14427

Thean, I couldn't get a bead on CSCO either. I did find this, but not too much help: ___________________ What was most impressive about Thursday's gain was that it came despite weakness in sector leaders Yahoo! (YHOO 154 -11 9/16), MCI/Worldcom (WCOM 42 1/2 - 1 5/16), IBM (IBM 122 3/4 -2 1/4), Intel (INTC 129 13/16 -1/16), Microsoft (MSFT 86 -3/8), Cisco (CSCO 71 13/16 -5/16), Qualcomm (QCOM 139 1/8 -2 1/8) and Dell (DELL 51 9/16 -2 23/64)... Yahoo! sold off after reporting good but not great earnings... Company punished for not beating the whisper number... Merrill's mixed comments also didn't sit well... Stock testing key support at 150... Meanwhile, WCOM, DELL and IBM slid amid speculation that companies could have difficult quarter... Lack of upside in CSCO and QCOM tougher to explain, but inaibility of big names to advance tells us that institutional investors still not buying into tech rebound... Maybe they're waiting to see employment numbers tomorrow, or maybe their gun-shy about jumping back on board momentum plays after getting burned last month... Not as true of daytrading/retail types, as these investors have been actively buying some of the more beaten down chip, Net backbone, B2B, and biotech names... In recent past, retail investors have led institutions... While religiously buying dips has worked well in past for retail/daytrading investors, there is one key difference this time around... Real rates are at their highest level since 1989 and the funds rate/10-yr note yield curve recently inverted... Both developments point to a material slowing in economic growth ahead... And slower growth is likely to mean slower earnings... So even though Briefing.com expects tech sector to extend its recovery rally in the weeks ahead, investors big and small need to be very selective in what they buy... Just because a stock came down hard during the recent pullback doesn't mean its a bargain... Don't believe us, take a look at the charts of one-time high fliers such as theglobe.com (TGLO 5 +1/8), uBid (UBID 23 +5/8), TheStreet.com (TSCM 7 17/32 +1 1/32) and iVillage (IVIL 13 3/8 +7/8).