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To: Lizzie Tudor who wrote (71351)	8/2/1999 9:43:00 PM
From: Glenn D. Rudolph	Respond to of 164684

You seem to have played this net stock rotation correctly, there was a mkt strategist on CNBC (sorry I forgot this guy's name, an influential person I have seen him before), anyway he advised upping cash position 5% today... he sees the internets on the crest of a H&S formation possibly heading for decline. He didn't say it would happen but the risk is there... Michelle, I admit to some training I received from Mark Fowler. I was always an FA investor and Mark apparently is an excellent TA investor. Mark started me on IQC chart about six months ago and through much study by me and questions answered by him, I did improve. I hope the "luck" continues for me. Glenn