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To: Mark Fowler who wrote (2027)	10/10/2000 11:35:57 AM
From: Si_Detective	Read Replies (2) \| Respond to of 57684

Just when I think the market has a chance to stop bleeding, there comes downgrade in XLNX, ALTR and drag down the whole semi, what a timing to put a downgrade, is it truly a bottom now?

To: Mark Fowler who wrote (2027)	10/10/2000 2:15:54 PM
From: Robert Rose	Read Replies (2) \| Respond to of 57684

Am surprised to see you buying yhoo here, after selling everything last week. Is this a trade on earnings, with a possible LT investment if this proves the bottom? Was yhoo part of what you sold everything last week? I know you were a LT holder of yhoo. If it was not part of your holdings you sold last week, when did you dump that LT hold? Just trying to understand context here.