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To: robert b furman who wrote (193)	11/13/2000 11:50:22 AM
From: Chip McVickar	Respond to of 12411

<<<My largest holding is KVHI - satellite stabilized platforms, fibrotic gyros/current sensors and R&d with many patents in Polymer electro optic modulators. It is my contra cycle alternative to semi-equip stocks. It is the only stock with healthy moneystream this last quarter>> Exactly....! I'm beginning to look for stocks counter to the last group of winners. Who's going to be the next smart crowd to be in...! Looking carefully for new wireless stocks. Never thought I'd see 1340 again on the spoo's, can't smell anything. <smile> But the presidential candidates must be getting nervous with this sell off.