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To: Uncle Frank who wrote (1055)	4/11/2000 11:00:00 PM
From: Boplicity	Read Replies (1) \| Respond to of 13572

re: Mean of you to hit a man when he's down <lol>. Just out of curiosity, do you have any tech stocks that wouldn't have been great shorts over the last two weeks? <g> You know I'm just funny with you in twisted way. My account is down compare to where it was with QCOM and JDSU as my two largest holdings so I have not been immune to the selling so I'm feeling it too. CSCO, ORCL, QCOM, DELL, LHSP would of not been good shorts. While BRCM and JDSU could turn into ok ones, but they have been bouncing around their 50 dayline until today, they look ominous now, BRCM more so then JDSU. Doing the retest and recover shuffle for both BRCM and JDSU is most important. If ETEK earnings doesn't help JDSU then it's going back down to the 70s low 80s. ORCL today looks to be joining the ominous club. I have been saying that ORCL is topping, today could of confirmed it, I don't like to see a stock fail three times at or around it's high like ORCL has just done. Where as NTAP, SEBL made text book H&S tops, and GMST made a nice double top. NTAP, SEBL, GMST have gone past their 50 dayline, I never short a stock until it fails that. Out all of three them, GMST has been the best one. Even the QQQ's looks bad. PDLI is my lone recover stock now. My thinking on the BIO bottom might be premature given the bad reaction to Biogen today. We will see. re:,(GMST) I bought my shares on 9/30/99 at 17 13/16. That's a 47% return in a little over 6 months, and near 100% gain to get back to the high again. But your a long term holder, time isn't a factor as is productive use of funds if your time frame is in years that is. (I know those two items are subjective, but I have to look at it from my perspective) But for a company like GMST in the market it is in, a year from now it's technology could very well be rendered obsolete even if they do have room full of patents. Greg

To: Uncle Frank who wrote (1055)	4/13/2000 9:38:00 PM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 13572

This stock GMST--did somebody feed it cyanide? Just out of curiosity, do you have any tech stocks that wouldn't have been great shorts over the last two weeks? How 'bout GE? Oh, you meant a real tech stock; not a finance outfit masquerading as an industrial and cooking its books to produce a mirage of steady low-double-digit earnings growth. [re: GMST] I bought my shares on 9/30/99 at 17 13/16 According to Yahoo and Esignal, the 52-wk low is 20 7/8, but maybe they got mixed up by the split. GMST is a good argument against using calls as an "investment". Actually, the past few weeks in general are such an argument. I'm only glad I didn't know about that argument last year.