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To: DownSouth who wrote (3070)	4/12/2000 2:05:00 PM
From: KevRupert	Read Replies (1) \| Respond to of 10934

A nasdaq thrashing. I've learned just to sell tech in March, and wait for better prices. I've picked up some significant price cut specials on cree, ntap, gmst, sebl. It is painful, but quality always comes back. I will continue to play the general seasonality until it no longer works. For this year at least, the spring/summer selloff has begun (and hopefully ended!). Risk analysis has always been a key issue for my investing strategy. Good to hear from you DS. I ALWAYS look for your comments. You are quite insightful. Just my opinion, Respectfully, advalorem