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To: tekboy who wrote (3712)	7/21/2000 12:27:59 AM
From: dwayanu	Read Replies (3) \| Respond to of 10934

...you can always come join tekgirl, me, and the baby down at the trailerpark for some down-home Chef Boyardee when our plays screw up, as they inevitably will... Oh sigh, thanks...... That's just what I needed last April, after Bozo had decided the second NASDAQ dip in March was a fine time to establish a B2B portfolio on margin. <onlynowcani<G>aboutit> Coming out of this earnings period, I think a few stocks are currently "proven winners" in the public's eyes, {SEBL among others like EXDS and ARBA), with NTAP seen by them as likely to be crowned the same at earnings, due to history plus the EMC results today, so a strong earnings run is likely (and prob a selloff after, if anything less than a 25% or so upside surprise :-). SEBL is a lot dicier (dicyer? diceyer? See, I can't be a real gambler or I'd know how to spell that!) than NTAP, I'm counting on SEBL's perceived strength for safety, and on a split announcement for enough upside to justify the antacid expense. Sold my first rung of NTAP today at $110, with the rest on sell orders at 115, 120, and 125. It's a really weird feeling being the only person buying the LEAPs issue, footprints on the sands of time and all that. But up 15% already thanks to today's run. - Dway Disclaimer: Investment Research Has Determined that This Strategy Causes Frequent Choking, Panic Attacks, and Nights Sleeping in the Doghouse with Aunt Edna.