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To: 16yearcycle who wrote (62611)	6/15/1999 10:50:00 AM
From: Glenn D. Rudolph	Respond to of 164684

I don't think anyone wants to give advice at a time like this but it just can't be a good time to throw in the towel. I feel quite sure we will get a speculative bounce, associated with cpi relief and a summer rally. My problem was being too heavily weighted in the nets, and I didn't want to give any more back, if a panic ensued. As long as you can hang in with quality, I'd hang. Gene, I agree. I felt like throwing in the towel. I did not. I was overweighted in nets and still am. I did lighten some AOL. I do not consider stocks like CSCO net stocks just the .com stocks. Glenn