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To: Robert Rose who wrote (119764)	3/8/2001 11:06:38 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 164684

>> so if you have content to provide i am always open to hear about it. My largest positions are WDC, TEX, FMO, MXTR, COHU, ATML. My cost basis is low. I sell a few thousand shares when they rise a a $ or two, and buy back when they drop. In 1999 and 2000 they did nothing but drop. But lately they are going up and down like a yoyo. My accnt is still 20% below last Sept. But it had been as low as 50% down (in early Dec). But with trading, it has been recovering OK. I am hoping it continues.