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To: Sam Sara who wrote (97763)	3/29/2000 8:38:00 PM
From: Robert Rose	Read Replies (1) \| Respond to of 164684

<interesting how biotech was the leader into and out of this most recent spurt.> So Sam, how have you managed this biotech correction? I've cut back on some, but not as much as I'd like, of course. My smartest move was to dump cra when I did. My dumbest move was to watch the abgx free fall from mid-air as I did. Can I ask how big a segment is biotech in your total portfolio? I think I'm about 30% cash, 20% biotech, 30% internet, 20% wireless right now. <derivative driven movement.> How so?