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To: Eric Wells who wrote (430)	5/22/2000 1:32:00 PM
From: Robert Rose	Respond to of 57684

<Just ask me to leave (you can even do it through a private message) - and I will never post here again.> What? You have something against "the boot"??

To: Eric Wells who wrote (430)	5/22/2000 1:33:00 PM
From: Bill Harmond	Read Replies (2) \| Respond to of 57684

I'm not thinking that at all, Eric. Let me put it this way. You say there should be more discussion of the risks. What are they, then? For example, Glen and I are discussing the competitive risk to Brocade this morning.

To: Eric Wells who wrote (430)	5/22/2000 1:55:00 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 57684

Eric, In any investment, you can lose all your money, or have a poor return vs. the totally safe haven of US treasuries. Those are the risks. You do know this I am sure through and through. My only answer to you is that an investor has to weigh the risk of any equity investment by using a formula to find fair value, and buying under that price target. We won't necessarily agree on this formula at all. The risk becomes greater if you buy above your target, and lower under what you consider fair value. We can write volumes on risks and the need for portfolio and personal net worth diversification. Perhaps we should post that there are no guarantees and you can lose all your money. I honestly don't think you are looking for a formula. And if there was one, it would be different for every person. If nothing else is learned this should be: we should be more attracted as prices drop, not as they rise, PROVIDED that the price movement isn't due to some underlying change in the business. Imo, many stock price rises and falls have nothing to do with the business fundamentals. Therfore, I buy qcom today again. Nothing is going wrong, it was just waaaay too high.