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To: Glenn D. Rudolph who wrote (87196)12/12/1999 8:14:00 PM
From: Bill Harmond  Respond to of 164684
 
From Robertson Stephens

internetstocks.com

DON'T FIGHT THE TAPE!!!

Our stocks have been acting well as reflected in the NETDEX, which is up approximately 21% this month. We continue to believe that the seasonal opportunity in the stocks still has a few weeks left in it, as we expect the eHolidays to fuel gains through the end of the year. It is important to remember that last year it was up approximately 45% in December and up 40% in the last two weeks of that month.



To: Glenn D. Rudolph who wrote (87196)12/12/1999 8:16:00 PM
From: Jan Crawley  Read Replies (1) | Respond to of 164684
 
ask why??

Glenn, market has been volatile and will be more so next year. The Jan99 intel sale gave me lots of flexibility and comfort/courage to take advantage of the dips during 1999. All the Intc & most of my LU shares are in the 20% cap. gain status so it's more of a personalized move.

In a nut shell, the win/loss ratio for the entire market is 23%/77% for year 1999.