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To: Bill Harmond who wrote (90572)	1/10/2000 10:51:00 PM
From: Derrick P.	Read Replies (2) \| Respond to of 164684

William, It is annoying,... In all fairness, I watched CRA run up from the 20's to the 40's after the Bull Market Report recommended them and I thought 'well there goes another one without me'. When you bought in, I believe in the low 40's, it gave me the courage to buy as well. So net effect, I made a bunch on it thanks to you, even if I sold most at 187 when you gave the 'I sold everything' call. Not that I followed blindly, but that probably was the deciding factor. I mean how do you evaluate these things anyway if you don't have a buy good stocks and hold attitude. (300 x 2003 earnings is ok but 350 x is not?) Appreciate your insight. Just looking for someone to blame besides myself on this one. Hope you come back around to the bull side, as I was just beginning to really enjoy this. I also sold SFE at 174 which is now down to 162. The Barron's article didn't seem to have much effect on it's biggest holding ICGE. I'd love to buy back in on this one lower.....