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To: Glenn D. Rudolph who wrote (118980)	3/1/2001 1:15:01 PM
From: Robert Rose	Read Replies (3) \| Respond to of 164684

glenn, i am still holding brcm, bvsn and vign. with brcm, i don't really care how much it declines into this recession, bear market, etc, as long as its management and business model remains solid. as far as i can see, those two are still in place? as for bvsn, i know it has been somewhat controversial re: java implementation. but still holding.... as for vign, why didn't you like their presentation?

To: Glenn D. Rudolph who wrote (118980)	3/1/2001 1:46:59 PM
From: Olu Emuleomo	Read Replies (3) \| Respond to of 164684

Capitulation is coming..... --Olu E. BTW: I sold VWPVX for a 52% loss and 1/2 my JNPR for a 10% loss. Shame on me for chasing VWPVX

To: Glenn D. Rudolph who wrote (118980)	3/1/2001 9:20:13 PM
From: Victor Lazlo	Read Replies (1) \| Respond to of 164684

Glenn I sold my wind for a signficant loss. Then today they released earnings- looks quite good, the biased anaysts at AMBRO really got it wrong with their downgrade, imo. Still holding ctxs- loss position but I think it has hit bottom. For insurance, I have bought some USPIX - a Profunds Fund that returns twice the inverse return of the nasdaq index - so if nasdaq goes down 2% over a week, I gain 4% in the fund. Yesterday i bought quite a bit of MNMD- diabetes. Victor