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To: carepedeum2000 who wrote (50861)	4/20/2001 10:14:40 AM
From: Baton	Read Replies (4) \| Respond to of 57584

Carpe: I've got a gut feeling about small biotech and a possible momo run followup next week. I am looking at the very small companies that inspire visions of sugar plum fairies and the future. I like ARIA, XOMA, LEXG, RSTA - currently only own ARIA and have traded it actively. I was surprised to see that the IBB (small biotech fund) has AMGN, BGEN, CHIR and lots of the ones I would consider the big caps. I want the little guys. AMEX site for IBB holdings: amex.com This has been a fabulous week for me. TQNT, FLEX, GMST, WAT, and many others. Currently 70% cash. Baton

To: carepedeum2000 who wrote (50861)	4/20/2001 3:05:29 PM
From: carepedeum2000	Read Replies (2) \| Respond to of 57584

with the bears saying the buying is wore out, earnings still stink, etc, etc, i find that is healthy to have that "wall of worry" to climb, now today, there is a feeling that maybe we'd better take our profits off the table, i cant help but feeling this is normal consolidation and the upside has more gas in it starting next week (not straight up, but up) taking some swing positions today in jnic, (storage back in favor today) medx (bio) and rmbs= high risk/high reward semis i think these positions will make a nice return sometime next week, so i guess im "buying the dip" today and holding my other longs, i think the bias will be up on the techs at least through the fed meeting (15th) after that, we haev summertime to look forward too everything was up the last week now back to stockpickers market my main holdings as of today ge pg mdcc rmbs medx jnic scmr eme need to find some finacials to round it out, but im pretty comfortable with these holdings--for next week (i would take a gain 1/2 of this week right now <g>)