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To: 16yearcycle who wrote (85373)	11/27/1999 12:35:00 PM
From: Lizzie Tudor	Respond to of 164684

That sounds like excellent advice but my problem is that my short term picks are Healtheon and Oracle ... Healtheon is a newsy thing, and Oracle just pulled back 10 points, so I don't know... I agree the overall naz looks mighty toppy... Msft is really a problem for the naz and dow now too, imo. Its such a huge percentage and at this point totally exception-driven. There was one day last week where msft was up (I think it was the Posner thing) and nobody else was... nonetheless the naz had a great day if you were looking at just the index. I guess this must have been the case when IBM dominated, too.