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To: Tommaso who wrote (639)	11/13/2000 10:22:57 PM
From: rolatzi	Respond to of 74559

"I'm about 50% cash, the rest mostly in Energy, with some Gold and Biotech. " Sounds perfect except the biotech is till in very early stages of competition and shakeout. I know about the biotech because I'm in the business, so I have an emotional attachment to some companies which I can't give up. On some of those holdings I have a core and then sell puts and write covered calls and thereby play the volatility which gives very good premiums. The other holding, PEB and CRA is all capital gains and I can't bear to pay the taxes on them. Besides PEB is the seller of pick axes to the biotech miners. rolatzi