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Technology Stocks : New Focus, Inc. (NUFO) -- Ignore unavailable to you. Want to Upgrade?

To: E. Mark who wrote (112)	11/30/2000 4:27:48 PM
From: Kayaker	Read Replies (1) \| Respond to of 475

Mark, NUFO doing well in after market too -- 21¾ x 22. I checked a while ago and NUFO presentation to start in 3 minutes I think.

To: E. Mark who wrote (112)	11/30/2000 4:51:02 PM
From: nick cash	Respond to of 475

well, i added again today. my basis is now roughly $25 1/4. i was actually hoping that we would have total capitulation and trade below 15 (we were @ 15 after hours last night) so i could steal some shares. i view that as the floor because of all the cash on the balance sheet. regardless of what happens in the market, any dip below the 15 level would be very short lived imo. looking at the performance of quality today: sebl, vrts, brcd, arba, emc, itwo...... it smells like we're getting close. i'd like to see more panic- but since EVERYONE is saying we must capitulate in a very classic sense..... we probably won't get that (just like we didn't get the oct/nov rally EVERYONE expected). like i said before, even if the market mounts only a dead cat bounce, i believe we could see $40-50 in NUFO. time will tell...... (sure wish i'd have waited just 1 day on that 5% stake @ $25. ehhhhhh) all information contained herein is for informational purposes only and does not constitute a solicitation or an offer to sell advisory services. equities noted herein are referenced in the context of the message and are not necessarily representative of any portfolio. both myself personally, and clients of my firm, currently hold long positions in NUFO. and, of course, all is clearly imo only........nick