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To: Mark Fowler who wrote (112867)	12/17/2000 1:13:49 PM
From: H James Morris	Respond to of 164684

>I suspect Robert is temp.useing some time off. I always thought he was a smart. I guess he didn't want to get hit by that Kenworth truck.

To: Mark Fowler who wrote (112867)	12/17/2000 1:27:48 PM
From: Danny	Read Replies (2) \| Respond to of 164684

Portfolio update.... What a week! The portfolio is now down 4.6% And if not for the swap between NOK and BBY, it would be worst. Although I wish I had swapped QCOM out instead:) MSFT's warning proved to be a big hit to the portfolio. One lesson learned: Need to make decision quickly. I had about 2 days window to swap BVSN at 34 with NTAP at low 50s, did not do it. After that, BVSN tumbled and NTAP surged:( On the plus side, the portfolio did much better than the overall market (NASDAQ has dropped 17% from 3200 level) Fed's meeting next week is the key!