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To: Wizard who wrote (66)	6/7/2000 4:11:00 PM
From: NotNeiderhoffer	Read Replies (3) \| Respond to of 499

Wiz, You and TD can continue to mock everyone outside the bulge brackets but I had the CFO of PROX and CEO and CFO of PLCM all to myself at the breakouts at the HC Wainwright gig and have watched them both tack on 30 points since I snatched up stock coming out of the meetings. I walked in to to AMCC presentation yesterday at Paine Webber but got flagged by a security dude who said I had to have a nametag. By the time they printed one up they were 10 minutes into it and I had to stand in the back. Since I do not stand to hear any story, no matter how good, I bailed and wandered into the OMKT breakout where I heard the CEO say that they have recently been formally tracking the competitive situations they are in and he acutally said that they had were 4 out of 4 against BVSN last quarter (although he hedged by saying it seemed they had gone head to head more than four times and not sure the data was completely accurate regard to BVSN) and then he stated that they won 70% of the time they were up against VIGN. That ought to get somebody riled up a little. Call Mary Lisanti to confirm the OMKT comments. NotsureiftheBarronscoverjinxedMaryNeiderhoffer