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To: tekboy who wrote (3419)	8/2/2000 11:14:53 PM
From: Pawhuska49	Respond to of 10713

not turned up any real signals of . . . impending bad news Just one of those "Emotionally Significant Moments," as one of the Thunderbirds pilots calls it. But this sort of has a lingering effect on the old port. Except that I see where the percentage of cash is way up now. Huh, must mean I'm about even. I'm staying put, too. mpw@Polyanna.com

To: tekboy who wrote (3419)	8/2/2000 11:18:12 PM
From: D. Newberry	Respond to of 10713

Hi Everyone, I just went through the conference call a second time tonight, and I came away with the same extremely positive impression of this company that I have had since I started following these folks late last year. I am a long term LTB&H investor and continue to be very positive on this company. Nonetheless, I don't recall ever seeing this type of "dumpster dump" on what I believe to be a high quality company - in my 20+ years of investing. This is simply stunning. My two cents is that all is well with the fundamentals, which is all a LTB&H is really concerned with. I am going to call PR in the morning (I was too late today since I am on the West Coast) and will post any relevant information I get. My only concern is that something bad leaked out that we are not aware of. If that is the case, we will find out soon enough. Otherwise, all is well and this is a great buying opportunity. Long but not happy. Regards, DN