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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: RR who wrote (215)	9/10/2000 11:46:48 PM
From: Boplicity	Read Replies (2) \| Respond to of 65232

hi Rick may I call you rick by the way? re: infrastructure slowdown and investing in infra plays. Given the lofty valuation of the infra stocks and their stature as one of the legs of the summer rally and in my mind the very companies that will be providing the next big thing, adoption of broadband access for the masses, wouldn't it more prudent to wait before you added to your infra plays till there is sign that the supposed infra buying slow down is in fact a wall street generated anxiety other then being fact? Thanks for your reply in advance. Greg

To: RR who wrote (215)	9/16/2000 2:20:40 PM
From: RR	Read Replies (4) \| Respond to of 65232

My end of week positions in order of holdings follow, if anyone interested: 1. JDSU - Dec and March calls. Bought more Mar calls. Closed remaining Sept calls. Will not add anymore at this time. 2. QCOM - Leaps. 3. EXTR - Bought more March calls. Still accumulating. 4. RMBS - New position. Bought Jan calls. Will hold and not consider adding more until RMBS clearly breaks out. It can't hold the mid-80's. RR Radar screen: 5. CIEN - Stopped out Jan calls. Re-entered, then closed again for profit this time. Will continue to watch. 6. BRCD 7. AT (Alltel) - Just going on a tip, nothing more. Continuing to focus on accumulating EXTR, consequently, not much on radar screen. The swing on the March 70 calls was 57% in 1.5 days. Not bad if one got in anywhere near the low on Tuesday. Opportunity.... Hope everyone has a super weekend. Take care. RR