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To: Tom Trader who wrote (38)4/15/2000 11:09:00 AM
From: BDR  Read Replies (2) | Respond to of 57
 
Events have certainly been moving along quickly. So far the only defensive maneuver that I have taken was to sell into Thursday's rally the holdings that I felt least confident about holding long term. Obviously I wish I had sold and sold more two weeks or more ago. Now I am wondering how much more there is to this decline. At some point I expect I will put my cash back into the bona fide "Gorillas" or other strong companies but I am going to wait awhile and see where we go from here.