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To: pater tenebrarum who wrote (16844)	9/8/2000 1:30:01 PM
From: Lucretius	Read Replies (2) \| Respond to of 436258

buyin more ASA calls....

To: pater tenebrarum who wrote (16844)	9/8/2000 1:58:04 PM
From: flatsville	Read Replies (1) \| Respond to of 436258

Gilder pulls a head-fake on the faithful: (And for this they pay $300 a year?...Maybe not for long, eh?) thestreet.com excerpt: "You could just tell by the discussion on the board that people were guessing that LanOptics would be on," Vigilante posits. True, there was a lot of discussion on Gilder's site about LanOptics. But much of it came after the LanOptics stock had popped. Yesterday, for example, there was only one post mentioning LanOptics before 12:40 p.m. EDT. The stock had already rallied about 20% on the day, and was done moving up. Tuesday, there were seven posts mentioning LanOptics, but only one of them came before 11:30 a.m. By that time, the stock had risen about 20% and was done rallying for the day. Going Fishing To some, that smells a little fishy -- like maybe someone managed to get a hold of the letter before anyone else. "I'm sure that it gets leaked to a few people," reckons one hedge fund trader. Even stranger, late yesterday Gilder offered up the following post on EZchip, a LanOptics unit: "I am not negative about EZchip. I think it is one of the most impressive chip designs I have encountered. But it will not see silicon until next summer and is in an extremely competitive market. I know very little about LanOptics except that it is the Israeli company that owns most of EZchip." A bizarre post -- one that made it seem like EZchip wouldn't get included in the newsletter today (it was released at 10 a.m. EDT) and, perhaps, prompted some selling of LanOptics at the open. One poster on the Gilder site wrote: "Hey GG, in your most recent posts you suggested that 'you didn't know much about LNOP other than it owns 70% of EZ-Chip.' Which surely kept many from jumping in before the issue came out, or perhaps sold based on that comment. Why make such a negatively perceived comment at all if you're adding it to the list? (Obviously, I sold because of the comment.)" Seems like a really good question.