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To: Voltaire who wrote (13735)	4/15/2000 12:18:00 PM
From: Dutch	Respond to of 35685

Hell, lets put things in perspective. We lost 1st quarter gains. I do not think November 99 gains are in harms way, December 99 is probably toast Monday AM. So what to do consolidate as Gorilla Gamers and sick with them they will be the ones that we recover with. John Q. Public and scared to death money managers won't buy a damn thing that doesn't have EARNINGS and GROWTH. No .01 earnings crap either. Believe me the wind will be at our backs again. IMO Dutch

To: Voltaire who wrote (13735)	4/15/2000 12:19:00 PM
From: Brian K Crawford	Respond to of 35685

Thanks for the reply Tom, I read a post last night that spoke to me: 1. Don't sell a good company 2. Don't use margin 3. Invest in tech infrastructure And I believe I can add: 4. Sell covered calls on half your inventory, and improve your quality of life and cash flow. This porch is a comfy place to compare the prior weeks bruises and scrapes, do a little attitude repair if needed, and remind yourself of sound approaches to investing that got us here. PS I like NTAP too! Brian

To: Voltaire who wrote (13735)	4/15/2000 7:30:00 PM
From: Catcher	Read Replies (1) \| Respond to of 35685

V, your opinion and anyone else's would be appreciated: i am 100% tech--holding 2 "camps" of stocks: 1) tech bellwhethers like csco, intc, orcl, msft & q. other camp is 2nd tier "earnings wannabees" like cien, insp, cree, rmbs & phcm. Decision is to either 1) hold all stocks OR 2) sell the 2nd tier & immediately pile the proceeds into the "tier 1" stocks. As you know, all these stocks have been beaten up. Wondering whether a "flight to quality" within tech sector points to selling the phcm's, insp's etc. On one hand there may be less risk in just holding all the stocks & letting em come back as they went down. Concerned that i screw things up trying to "micro-manage" a comeback. Then again, maybe the 2nd tier stocks don't come back this time around due to flight to quality with "safe haven" tech stocks. Any thoughts?...anyone?