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To: Bill Harmond who wrote (82542)	10/31/1999 3:29:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 164684

I never bought nite, but I was thinking it might be a bellwether for the naz when things were sitting at that juncture after the bad ppi. Instead of buying nite I bought etrade calls which so far has not been a profitable move but I don't think etrade leads the financial group which is why nite might have been more relevant. Why did I buy etrade and not Nite then, if I was banking on a resurgence in the sector? This, ladies and gents, is why... ===> important stock picking strategy follows <=== a grocery checker in my neighborhood is a 49ers cheerleader. She mentioned that she had a day off one day because the 49er cheerleaders were doing a gig at the E-trade quarterly meeting for employees. I thought this might mean they had a good quarter. They did have a good qtr (imo) but the stock has gone nowhere. ===> end of key stock picking strategy <=== I hope this clears up the confusion regarding why I chose egrp vs. nite.

To: Bill Harmond who wrote (82542)	10/31/1999 5:09:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

As far as I know I was the first to post a NITE purchase on this thread. I think that is what HJ's point is. I did not know the point. I bought it due to a discussion I had with Gary Korn and other research at the time. I did not exit as quickly as I should have but exited VERT perfectly. It is time to re-enter VERT again I believe. I will decide tomorrow. I don't believe any one has a perfect record in the market. Glenn