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To: Robert Rose who wrote (95922)	3/9/2000 12:40:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

Glenn, I find it helpful to identify the leaders in a promising sector and establish core LT positions in those. Then, if you want to add to those positions for trading purposes, or trade second and third tier stocks to play the volatility in that sector, so be it. Rob, I understand. From a momentum standpoint, b2b is a screaming buy. From a fundamental standpoint, b2b is restructuring the very underpinnings of our economy, and in the process, producing substantial savings for businesses participating in it. Given that, the first-tier b2b players providing this real value can't help but benefit from it LT. I agree with the momentum and your statement regarding B2Bs importance in the economy. I am not so sure the profits will be there for the B2Bs. That is not the issue here. The fact remained there is moentum and I exited. That is the issue and it is an error I have trouble correcting at times. I am holding SILI from 40. I do not seem to have a problem there???? I need to work on my emotions in the market.