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To: Robert Rose who wrote (111573)	11/2/2000 1:20:56 PM
From: Danny	Read Replies (1) \| Respond to of 164684

Rob, just come back from my trip to Hawai:) Are you still taking the side line at the moment. It seems to me the year end rally will play into itself gradually. I missed the scary moment of Tim, the lehman brothers, Luke's downgrade on CSCO. I dont know how I would react if I was there. But the storm seems to be over. The 10 stock picks I did in Oct are doing very well at the moment. The best gainer is BVSN, up 55%. The worst performer is, unfortunately, NT, down 32%. The good news is, only 2 of the 10 picks are in black at the moment (NT and QCOM..down 10%)