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To: Bill Harmond who wrote (1)	5/10/2000 2:09:00 PM
From: HG	Read Replies (1) \| Respond to of 57684

Great thread in the making Bill.. Apart from you who are the judges BTW ? <ggg>

To: Bill Harmond who wrote (1)	5/10/2000 3:40:00 PM
From: fedhead	Read Replies (1) \| Respond to of 57684

Great thread. I like your picks. I would add in fiber optic space. JDSU, CIEN, GLW, SDLI. All should do well once the weightof the market is lifted. Thanks Anindo

To: Bill Harmond who wrote (1)	5/10/2000 5:01:00 PM
From: Original Mad Dog	Read Replies (1) \| Respond to of 57684

Bill, Currently 100% invested: AMZN, ARBA, BRCD, BVSN, CMRC, CRA, DCLK, EBAY, HGSI, ITRA, MU, NPSP, PHCM, QXLC, SCMR, SCON, SONE, SYBB, VCNT, VIGN, VRSN, VRTA, YHOO. Interesting list and thread. Two questions, for now: Q. 1: Your list is entirely tech stocks of one type or another. Do you advocate investing solely in tech stocks right now or in a combination of tech and non-tech stocks, especially in the current environment where sentiment has apparently shifted back toward the use of more traditional metrics? Q. 2: Specifically re EBAY, their recent earnings were almost entirely composed of non-operating earnings, the operating earnings having been wiped out by increases in costs which looked to me like increased infrastructure spending (for more detail see siliconinvestor.com. I think that the profits were really illusory all along, because the company wasn't investing an appropriate amount in the site infrastructure. Now that they have to do that to keep their customers, the profit is gone. The stock has since come down about 35 percent. And yet it is still on your list. Why? TIA for any comments, MAD DOG