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To: Lizzie Tudor who wrote (668)	8/12/1999 2:50:00 PM
From: Wizard	Respond to of 3350

I don't know what is going to happen with the overall market but certain subsectors will not be held back over the next 24 months. The fed is very, very credible and any move they do will eventually be viewed as positive for the economy. The market and every company in it is subject to a correction but that is just where trading, portfolio strategy and conviction come in. We've had a small correction and I am too bullish on the companies I own to be scared out of them. Its just a matter of how to weight and trade them to take advantage of the expected and inevitible volatility.