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To: DanZ who wrote (22897)	4/3/2000 5:29:00 PM
From: Susan Saline	Read Replies (2) \| Respond to of 53068

well most of the 'farm' stock has already turned into manure so I took the last bale of hay and put it into CMGI cause it is a 'leader' stock and weill recover more swift than seconday's I took a huge loss on NEON today selling it at the low a minus 10 point 3 day position hold so I surely hope my rotation from secondary to leader works out .... otherwise it will be staying at the super 8 in exchange for dish washing from now on <ggg>

To: DanZ who wrote (22897)	4/3/2000 5:36:00 PM
From: Larry S.	Respond to of 53068

Dan, well put. you have stated with figures what Ron and I, and you, have been trying to say for several weeks, months now. the monolithic focus of many on nets/techs and bios is probably causing havoc with portfolios, net worth and emotions. While I remain more tech invested than you, I began a process of diversifying into non-tech sectors several months ago. obviously, could have done more, but as bad as today was, it was, for me, softened by wins in the sectors you mentions. larry