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To: Dalin who wrote (11501)	11/3/2000 1:55:46 PM
From: Jill	Read Replies (1) \| Respond to of 65232

Everyting's strong today, csco holding above 56, hope it hold sinto the close, rmbo recovered, extr recovering nicely, jnpr up, even fdry up, (lots of Nov 90 calls and I bot a few too this a.m.), very very nice.

To: Dalin who wrote (11501)	11/3/2000 4:01:13 PM
From: im a survivor	Respond to of 65232

<<QCOM, RMBS, EXTR......."All my rowdy friends are comin over tonight"!!!!!!!!!>> Congrats Dalin......funny, but I was hesitant to hold my qcom into earnings because to date every company I had and held, no matter how good a reprt got smacked. The premiums were not worth covering so I sold half my qcom shares at 64 1/4 and bought more rmbs. Because of rmbs move today, I didnt get screwed by missing the pop in the qcom shares I sold, and I feel that qcom may give me another opportunity to buy back those shares...or pick up some calls...and if not, kay sa ra sa ra....live and learn. EXTR still gets my goat. If I could have just been patient, I could have a NICE profit right now, instead of an actual HUGE loss. But still, I take solace in the fact that I still believe I did the right thing. It's easy to kick yourself in the ass or pat yourself on the back in hindsight, but the fact of the matter is, I took a position in a company both stock and calls that I truly believed in and truly thought I was getting a good deal on ( with the erroneous reuters report and all ). Yet, the position moved against me, and in a big way. After moving against me I re-assessed the situation. My views on the company did not change at all...just the fact the the street cold be looking at that PE and could take it down a wholelot more....so I felt it was best to "preserve what little capital was left from the investement, rather then risking the street take them down further. So again, in hindsight, it's easy to be pissed at myself and it does piss me off bigtime when I think about the huge loss that could be a profit, but I still feel I made the right decision at that time, so I can be mad about the loss, but can at least take solace that I feel in my heart I made the right decision. Had extr dropped from $60 to $30, it would have been far more devasting then the reward if it went back to $100...so again, I lost my ass, but feel I made the right choice at the time. I am thrilled for all those that are kicking butt with extr....the PE still scares the hell out of me as does ntap....those are both companies I love and would like to own, but I will pass for now. If they shoot to the moon, congrats to all that made out, but I will wait and see if the valuations come down to more realistic levels on both extr and ntap...if not soon, then maybe next year...or maybe never. Anyway, not too bad a day...I had some movers and some duds...hopefully the duds realize it's november and start acting like it!!