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To: 2MAR$ who wrote (12500)	8/25/2001 9:40:18 PM
From: keithcray	Read Replies (1) \| Respond to of 208838

Well, that's where I blew it, not buying EXTR for the bounce. Still might, though. We'll see. Not sure if you saw this from Friday re: AMAT/NVLS 15:31 ET Applied Materials (AMAT) 47.06 +2.93: Banc of America Securities out with a late note saying that Texas Instruments (TXN) has chosen AMAT for its first 300 mm production line; B of A says that this is a key win with an account that has historically been owned by Novellus (NVLS 50.53 +2.62).

To: 2MAR$ who wrote (12500)	8/25/2001 9:43:09 PM
From: keithcray	Respond to of 208838

Susie was being mean to OPWV Well, too bad she got shaken out of her MERQ & PSFT longs, she sure had the right idea. Man, what a crazy week. Amazing any of us were able to stay long anything.