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To: techguerrilla who wrote (28676)	8/12/2000 11:52:23 PM
From: RR	Respond to of 35685

Hi John: Comments on EXTR, NTAP and BRCD follow in answer to your questions: I like NTAP and BRCD. I am concerned that they did not hold up better toward the end of this week given they each report next week. Consequently, I changed my plan and closed those call positions for profit and totally got out. See my end of week report I posted to the Porch last night. Copy below. BTW, notice my cash position, which is perfect to take advantage of this market right now. I may re-enter both after earnings, given there has been such a sell off after earnings on many techs. EXTR, I am in. I started buying March calls. I posted so on the Porch. Realistically, this one could pull back to 140 or so, but, it has momentum and I have chased it for a month. I wanted in and I executed on a its pullback this week. I will accumulate from here on pullbacks or chasing momentum if need be. The Naz may be range bound for awhile. Still, I believe we finish the year strong. The positions I take now have at least a 4-6 month time horizon. Take care. RR ____________________________________ To: RR who wrote (27958) From: RR Saturday, Aug 12, 2000 12:23 AM ET Reply # of 28677 My positions in order of holdings follow, if anyone interested: 1. JDSU - Sept, Dec, March, and leap calls. Added March, and will be accumulating on pullbacks, little here and there. Not in a hurry in here. 2. Cash - Decided to close BRCD and NTAP call positions before earnings next week, so sitting on cash. 3. QCOM - Leaps. 4. EXTR - Added March calls. Will accumulate. Again, not in a hurry. Little here, little there. Radar screen: 5. BRCD - May add back after earnings 6. NTAP - May add back after earnings Hope all my Friends have a super weekend. Take care. RR