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To: Dealer who wrote (27858)	8/4/2000 10:45:27 AM
From: rydad	Read Replies (1) \| Respond to of 35685

Morning Everyone, Does anyone think this rally will continue or will we head lower? I sold off a few of my smaller more volatile positions in anticipation of a Aug/Sept sell off that seems to hit the techs every year at this time. I would like to pick them up cheaper. It would be nice to see NTAP in the 50's then I'll back up the truck. Is this wishful thinking? I'm figuring (hoping) a down Aug/Sept and then zooming up toward the end of the year similar to recent years patterns. Anyone thinking similarly?

To: Dealer who wrote (27858)	8/5/2000 2:41:59 AM
From: Dr. David Gleitman	Read Replies (1) \| Respond to of 35685

Good morning Dealer (and to all fellow porchers): My apologies for taking a back seat for the past several weeks. Somehow 24 hours in a day is never enough, which explains why I'm posting at this time of night/morning. My thoughts and best wishes are with everyone on this thread. I have found that the esprit de corps (did I "say" that right?) and sense of family has been especially comforting especially during those moments of confusion and self doubt while staring into the abyss. All of you out there have a place in my heart and consciousness. You put up with my humor and I have found that the education received here and the comic relief has proven itself to be invaluable source of comfort which reinforces my belief in humanity. We have shared moments of joy and sorrow. Last week a friend of mine passed away at the age of 46 from a heart attack. In the sickness of my humor, I remarked to myself that because of the extensive damage rendered by the heart attack, he would have been an excellent canditate for a heart trasnplant. In my warped sense of humor, which I kept to myself, for the most part, I thought that technically speaking, since he was a lawyer, and most lawyers don't have a heart, it would technically be considered an implant, as opossed to a transplant! In truth, he was a gentleman in the truest sense, with a sense of humanity, spirituality honesty and integrety. He was a giving soul that will be missed by all. He left a wife and three children. It serves me as a reminder that we are not invincible, and that we should enjoy life for the moment in it's fullest intensity. Now, to catch that 4 hours of sleep that I was promising myself..... My love to you and to the rest of the gang, David I'll be posting more regularly. To review some trades: Bought a load of August 135 JDSU's during the week of it's acceptance into the SP 500 at 17 (BAD!). Sold most of them at 7 and change when I realized that this wasn't going to work). Bought the March 01 100 calls on cree after watching it sink well below it's 200 day moving average. Tried to pick up more as it sunk lower but I ran out of funds and schwab would not accept children for collateral. Now to write those calls..... Sold the August 250 BRCM calls...Film at 11.