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To: Venkie who wrote (335)	5/9/2001 2:56:42 PM
From: freeus	Read Replies (1) \| Respond to of 13815

I sold brcm for a small loss...kept vrsn...the problem is I'm working away from the computer and so I am not getting the lows when I buy and I'm not comfortable about it. Are you holding anything longer than a few hours? Freeus Can't really put in limit orders to buy at a certain price because I haven't a clue what the market is doing from one hour to the next.

To: Venkie who wrote (335)	5/9/2001 5:51:23 PM
From: Boplicity	Read Replies (3) \| Respond to of 13815

I'm avoiding stocks that have a ton of people that want to get out and panic as the sell down, just not worth the problem and wait while they work off the overhead resistance. Anything having to do with the communication sectors is torture to follow till we see some form of a turn around, not just less or little to no worsening, a glimmer of an upturn will be needed now. In others words. Resolving the inventory problem has been priced in. Now we need to see if the projected turn-around in the second half will happen. We will start to hear about the turn around when we see new contract wins in the communication sector. Till then it's base building time. B