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To: Boplicity who wrote (7019)	11/28/2000 7:24:08 PM
From: y2kate	Read Replies (1) \| Respond to of 13572

Hi Greg, Sifting through this tech carnage, some of these are starting to look ridiculously cheap. TERN/Terayon hit a 52 week low today and dropped below its IPO price. One year annualized growth rate is 206%. Price to book value ratio is 1.28- probably less than that as the site I looked at hasn't been updated in the last 2 days. Is it crazy to look at going long here? Or crazy not to? Voltaire is talking about going short. Clown-free talks about not enough fear out here yet- well, I for one am terrified! -Kate

To: Boplicity who wrote (7019)	11/29/2000 7:51:06 PM
From: mishedlo	Read Replies (1) \| Respond to of 13572

Not bad day if you are looking to buy. I want SEBL at 50. Greg, why do you want to buy anything when they are all going to ZERO. Actually I am serious. I do not think we are close to the bottom yet, although we may get a DCB sometime soon. The operative word is may. When will it come? Who the hell knows, so why play the long side at all? Look at BRCD, beats the street by 2 cents and goes down, why - because its PE of 510 is simply absurd. This one has another 100 points to fall easily. But since BRCD is growing so "well" it is only fair for EMC and NTAP to sink. Good news or bad news the whole dam sector will sell off. NTAP looming in on 40 as predicted. I have lowered my buy target to 20, as the next good buy before it rises 50% to 30, then sinks 100% to ZERO. Greg, do you have a sheet of earnings calls due out. I want to buy puts on every damn company I can find that has yet to report earnings. Thanks