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To: Wizard who wrote (1936)	10/6/2000 2:30:13 AM
From: assetlogic	Respond to of 57684

Thanks for your insightful reply. Your comments about NTAP made me think about SEBL and ORCL. <<Inktomi is up next as the incumbent caching infrastructure provider to service providers. We will next be hearing about CFLO taking share from Inktomi in the service provider caching market. Then INKT will talk about getting more aggressive vs CFLO and CFLO's stock will probably sell off again. Then CFLO will take more share from INKT and then CFLO will be trading much higher than $108. >> Is this a two-horse race?

To: Wizard who wrote (1936)	10/7/2000 6:13:07 PM
From: Bill Harmond	Read Replies (2) \| Respond to of 57684

"When the VIX is high, it's time to buy," or so goes the old adage. Sentiment indicators remain mixed. But the VIX, the Chicago Board Options Exchange's Volatility Index, was approaching 26 last week, closing in on the high end of its old 15-30 range. At least one index-option investor said it was time to go long on the market. "This is probably the best buying opportunity since April," said Greg Simmons with Linear Capital, who has covered all short positions in the OEX, or Standard & Poor's 100 index options. "This follows what turned out to be the best selling opportunity in August. Market cycles these days are more violent and faster." The Striking Price, this Monday's Barron's