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To: Dale Baker who wrote (12933)	12/10/1999 11:31:00 AM
From: GeoDude	Read Replies (1) \| Respond to of 118717

Thanks. Back from a meeting (sigh). I will look more into ISWCX. Appreciate the justifications for the others. Will balance my portfolio accordingly (i.e. buy more LPAC, FFTI). Lukewarm on RNWK, VRIO, CMGI (overvalued?). We should also remember that cash rarely goes down in a correction. I disagree with YHOO. I think it always overreact the most of the majors. Guessing the timing of the TOP is the crapshoot. Of course thats IMHO and I will likely be wrong. Losing money today. Strange feeling ... LIA