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To: freeus who wrote (27349)	8/1/2000 12:23:42 PM
From: bonnuss_in_austin	Read Replies (1) \| Respond to of 35685

Thank ya, freeus ... I'm going to wait as well to do anything 'bullish.' If we were 'so fortunate' <g> as to have a day with, like, a -300 slide, will jump on NTAP, more RMBS ... I guess that's it for me. Holding all long otherwise...got in RFMD already...the other one I really like...long again. I'm afraid of JDSU. I still think they made big blunder with cost of SDLI acquis. Afraid they're going to lose the 'mo' mid- or possibly long-term, as well. OTOH, I wonder about the probability (in percentage terms if possible -- LOL) of the 'deal falling through.' Wow, would sure like to be in JDSU if/when THAT happened ... If we have a huge 'up-day,' I'm going to either short outright or buy short-term puts on the entire QQQ. I expect both scenarios to end in mid-late Oct and rally to begin. I'm not considering, however (because I don't know how to <g>) any effects of the election ... Thinking out loud (or, as our friend techguerrilla so gracefully puts it, "just Porchin'." PS Tech (and your 'black-sheep' brother <g> ... miss ya guys!) "b-i-a" ###

To: freeus who wrote (27349)	8/1/2000 12:38:45 PM
From: bonnuss_in_austin	Read Replies (2) \| Respond to of 35685

PS freeus: Of the many valuable lessons that have stuck with me from having full-service brokers 4 of the 5 years I've been in this game, this one -- trite as it is (they were covering their behinds, of course, telling me this <g>) -- stands starkly out in my mind this year: "You can't look back." If you do, you become 'paralyzed' by the emotion of it all. This is another very significant issue of investing that I clearly see Voltaire (and Dealer) as being very good at. I continue to 'work on it,' myself <g> Best, "b-i-a" ###

To: freeus who wrote (27349)	8/1/2000 1:33:38 PM
From: Venkie	Read Replies (2) \| Respond to of 35685

I think yesterdays buyers dressed their windows and now theres not much buying power..I would expect the house's are sneaking out the exit today leaving the small guys for the vultures. Same as it ever was ..same as it ever was..I am dumb but not stupid.How long hv you and I went thru this..We hv been friends a while..same as it ever was.Bear mkt...we are going no where with big downside risk..Vegas on the nasdaq...same as it ever was..i admit that I love to gamble and call it investing..Get rich quick..I took the money and ran.. Hi.. My name is Donnie and I gamble on tech stocks<gg>If you don't buy then you don't get suckered...same as it ever was.