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To: dbblg who wrote (76652)	9/5/1999 6:59:00 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 164684

>>Hopefully I'll be brave enough to step up and buy at the right time Be brave now. >>I sure wasn't in 1996 w/AOL.... AOL bottomed on October 15, 1996 at 2.79 per share. Yahoo bottomed on July 24, 1996 at 2.58 per share.

To: dbblg who wrote (76652)	9/6/1999 1:06:00 AM
From: Glenn D. Rudolph	Respond to of 164684

It was sometime in the winter of 96-97. I'm staying away from the leading inets until we see that sort of nervousness from the sellside bulls again. Obviously, when the market gives us a great entry point, buying these stocks is going to be very very scary. Ganish, My only long leading inet right now is AOL and it is far below my purchase price. It may be wise for me to sell those shares and place the proceeds in some of the infrastructure plays. I have a lot more thinking to do before Tuesday. I can increase long positions, buy back some covered calls on CSCO, sell some CSCO and pay off some debt, etc. Selling the AOL would help pay off debt. This juggling was never a problem a few years ago. Just thoughts out loud. Glenn