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To: GST who wrote (99737)	4/10/2000 7:57:00 PM
From: Robert Rose	Read Replies (1) \| Respond to of 164684

<As for ISLD -- it is a god company, but it is going to have some of the pain that is going around. At some point I will buy it in earnest -- as for this morning, it just did not look healthy and I did not buy more. At 30 or lower I will want to own it.> I don't disagree about isld. But it is at the root of our differing macro investment views, imo. You know something more about isld than most net stocks, and therefore you see the value. You are skeptical about the rest, and thus this colors your net stock perspective. (Probably for the best, as we've seen this past month.) Me? The way I've invested has been obvious, given my career here in the Valley. Moral: Invest in what you know. (My concern about biotech, actually.) Good luck as always, Rob