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To: Voltaire who wrote (18278)	5/11/2000 12:16:00 PM
From: Uncle Frank	Read Replies (3) \| Respond to of 35685

How do you like the looks of this, nephew? net2works.com Korea Telecom has already announced; can Sprint be far behind? siliconinvestor.com uf

To: Voltaire who wrote (18278)	5/11/2000 1:56:00 PM
From: TimeToMakeTheInvs	Respond to of 35685

Hi Voltaire, Enjoying everybody's commentary from the porch, kind of a microcosm of investors' sentiment in general. Times like this really make one consider the various contributions of the FED (or macro-environment) versus those of individual stock-picking to our investing success. tim

To: Voltaire who wrote (18278)	5/11/2000 1:59:00 PM
From: Allan Harris	Read Replies (7) \| Respond to of 35685

Hi Voltaire, I see you've encountered some biting criticism here recently, as well as some stand-up support from a few of the regulars on the porch. Maybe some perspective from a stranger, a lurker, an Atlanta refugee, a lawyer-turned-beach bum might be a worthwhile read. You are a rare and wonderful class act for public bulletin boards. Seldom showing impulsiveness, anger or bitterness, you are an example of all that is positive, engaging and addictive about these public e-places. During much of my lurking here, I was amazed at your coolness toward investing. Detached, yet confident, you navigated the roller coaster of market gyrations-emotions with the a Bond-like aloofness that can only be characterized as the essence of a winner. But how and why? That kept me perplexed and also kept me hanging around here, silent but listening. Angels? Yea, sure, maybe you're simply insane. Or maybe they are your guides, that is beyond my level of consciousness for now. But the post by Dealer of a few days ago, the "Covered Calls 101" post, went a long way toward providing some answers. If you're knocking out 5% a month out of your stocks, what difference does it make whether Greenspan spooks the weak hands? The more I delve into this philosophy, the more you made sense. Not just your confidence, but your whole attitude and not just your attitude about the market, but your attitude about everything and everyone. I've been doing this investing thing for a long time and for about the past 10 years, it has been my sole source of income and wealth creation. So I thought I knew it all, until you rose to the podium and provided an attitude by example and then shared the keys to the mint. If you build it, they will come. A

To: Voltaire who wrote (18278)	5/11/2000 2:15:00 PM
From: im a survivor	Respond to of 35685

Tom, E-mail from my buddy : Keith, Looks like I created quite a ruckus over on the porch. Sorry. The place was looking deserted until you posted my e-mail, then it took me 2 hours to read the 300 posts that followed this morning. Whoever the hell this V-Guy is, he sure has alot of friends! All I can say is I hope he is right. He still seems to think we end this year on a serious bull run, and I will be so happy if he is correct. The last 2 or so months have been tough. As far as my strategy and some of the responses my message received, yes, as you know, I did write CC's on most every share of most every stock I bought. After all, thats why you sent me to the porch, to learn a little more about this CC strategy. I think I did damn good as well, as I seemed to buy the cc's back at just the right time and then write them again at just the right time. And yes, doing so did minimize the losses,but c'mon, gaining $8 on a premium and have the stock fall from over $100 to $30 in the blink of an eye, while I keep on buying, well, the losses are still incredible. And yes, I too was forced to sell quite a bit of stock. All my elon, rnwk, lptha had to be sold. Some of my qcom, sunw, jdsu was sold also simply because the losses on the elon, rnwk and lptha were extreme. To try and leverage better, I did what V, you and many others recommended. I sold some stock and bought some calls, a few months out ( sept - Jan .) Problem with that is, the calls have been up and down like a yo yo. I could have traded them all 4 times over. make $10, sell, wait, buy back $10 less and so on...but I am not adept enough to do this so I sit on them. As of now, they are all underwater except a couple of ntap's that I have and those are close to being under as well.So it seems, everything I do goes to shit - but I am doing what many, many others are - and these folks are supposedly experts!. So, I sit and wait - I hope that IARC turns out nice. The more I have looked into the technology, the more I want to sell everything I have and put it all down on them. It seems that all the big winners- you know, the mega gainers- all were emerging technology companies dealing with the internet. From everything I have read, XML is the future of the internet and it looks like IARC is holding the proverbial golden pot that VIGN, INKTOMI and all the others covet. My guess is that eventually the market gets healthy again IARC becomes a major player ( looks like they are with the recent deals with HP and Kodak, and lots of rumors of all kinds of other good stuff to boot), so I am selectively buying on dips such as this. Take care, and we'll talk after the weekend. Tell the V-guy, no hard feelings. It's been a rough time for me in the market and I was just wondering what he thought about it all. I give him all the credit for at least trying to repond. Lets just all hope he ends up calling this right and we finish this year with a bang. xxxxxx

To: Voltaire who wrote (18278)	5/11/2000 2:21:00 PM
From: abuelita	Read Replies (1) \| Respond to of 35685

Interesting commentary from Bernie Schaeffer: schaeffersresearch.com