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To: Wowzer who wrote (66547)	5/18/2000 4:51:00 PM
From: Terry D	Respond to of 95453

Rory _ I know you were just passing on second hand info - from someone who in turn heard it on CNBC, apparently Maria got it wrong. Which is a little surprising. But it does matter, a lot. Lovoi, from MS, was very early and very right in this sector. But he gets paid to generate transactions - so it is understandable that he did some intra sector flipping. He was owed these commissions all over the street. His reasoning was specious but he booked a ton of biz. But Darling, from Goldman, is a relative newcomer to the sector. And as I mentioned this morning, he specifically pounded the table on BJS CAM and SII just Monday - in time for them to get really pounded today. So if he was jumping ship - it could have been legit.