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To: Jim Oravetz who wrote (2162)	1/30/2001 11:13:17 PM
From: Sam	Respond to of 2283

Although I don't know anything about Pathlight, I'm watching from the sidelines now. It sounds like a lot of money, even if it is "funny" money stock that they are paying. I think the stock goes down from here for awhile, perhaps along with the general market. I'll be back in the teens. Sam

To: Jim Oravetz who wrote (2162)	1/30/2001 11:26:21 PM
From: Scott H. Davis	Respond to of 2283

Actually, I'm wondering if there was a little "informed money" leaving last few days - down 4 while the NAZ was pretty sideways. On the other hand, the chart vs the NAZ 3 months looks pretty good ;) quote.yahoo.com OT Jim, do you ever speak with mgmt at Vion? Any ongoing funding insight on Vion - plans, after a PII? (they have some cusheon) How effective have they been previously with secondaries or privates? I wonder if they show continued clinical success, if they will be a good munch candidate?

To: Jim Oravetz who wrote (2162)	2/1/2001 8:27:43 AM
From: Jim Oravetz	Read Replies (1) \| Respond to of 2283

Semi-OT: StorageNetworks (STOR) 27 15/16 -1: Update - On conference call, company said in regard to slowing IT spending "We have not seen slowdown....do not see storage as a discretionary service." Storage Networks (STOR) 29 1/2 +1 9/16: Reported Q4 loss of $0.36 a share, $0.08 better than the First Call consensus of ($0.44); revenues rose 577.7% to $21.24 mln from a year-ago of $3.13 mln... expect 25% sequential sales growth each quarter in 2001 and for gross margins to improve throughout the year... Associated competitors include Legato Systems (LGTO 18 5/16 -1/16), EMC Corp. (EMC 76.25 +0.26) and Veritas Software (VRTS 94 3/8 -1/2) Jim