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To: Thean who wrote (5630)	11/27/1998 8:30:00 PM
From: Dragon 1	Read Replies (2) \| Respond to of 14427

Thank you very much for the reply. Now for argument's sake, re back to NBTY, why could not they do such a thing or is it possible they will look to doing that? (forgive me for being so stubborn) Second, I think HHHH will have a run short term sensing the uproar acompanying the IPO of UBID next week. Now it's such a multi-faceted and complicated situation. Since MALL will own 80% of UBID, already there is talk of shorting MALL as soon as UBID runs its IPO course. You can't short an IPO since it's not marginable, but since shorting UBID is shorting MALL and the latter can be shorted, do you see a brilliant play here? Your advice and analysis. Third, this toppy market may come to an interim stalling soon. If that happens, will this affect the momemtum in the internet sector? It will, presumably on the major nuts, but how will it impact the secondary ones, like say, BAMM? Fourth, one perspective I may not agree with you is the quality of products being offered in the vitamin vs books. There is also a quality concern with books one can buy on line (most may not but yes for me). I am an artist (oils) (among others) and I buy art books. Before I buy an art book, I have to examine the printing quality, which makes a paramount difference in my judgement of whether to buy or not buy. I would have no way of knowing whether the book I buy on line would meet my standard of satisfaction in terms of printing quality. Thank you again for your opinion.

To: Thean who wrote (5630)	11/28/1998 6:38:00 PM
From: waverider	Read Replies (2) \| Respond to of 14427

Regarding the drillers. It was really quite telling what was going on Friday. I had a short order for DO and it would NOT get filled for 3 hours! I've never experienced such a long period without an uptick for a stock I've followed. I liked that so I cancelled the short and bought some Jan $25 puts. Sat up last night slightly pensive about the tremendous amount of profit I failed to grab when all our stocks had hit that Oct retest. Cisco at $43 (now $80), Home Dept at $35 (now $50), etc., etc. Did anyone here have the foresight to see the rebound for what it was and take advantage of it? I'd like to know and discover where I went wrong and how I can prevent it in the future. My great move was to sell all my puts back then, but the mistake (and a big one) was to rebuy them about 2 weeks later. Ouch! Cut my losses, but still... I do know one thing...I was so convinced that we were headed into a bear market that I was blinded by my own perception. Hope you all had a good Thanksgiving. <H>