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To: Bill Harmond who wrote (405)	5/22/2000 12:35:00 PM
From: Robert Rose	Respond to of 57684

<However, at some point we all (at least the rational ones) have to decide to either assume the risk or move on.> It doesn't have to be either-or. That's why I consider discussion of asset allocation so important.

To: Bill Harmond who wrote (405)	5/22/2000 12:35:00 PM
From: Eric Wells	Read Replies (3) \| Respond to of 57684

In my experience during the past four years, the "risk-discussers" have outnumbered the "opportunity-discussers" by at least 3:1 on these threads. There has been plenty of risk discussion. I disagree - whether on SI, CNBC or in other forums, in my view, the major focus over the past two to three years has been on opportunity, with little discussion of risk. I believe recent market action bears that to be true. The Internet and biotechnology are at the sweet point. I don't know exactly what you mean by "sweet point" - but I believe that responsible discussion of any investment gives equal time to opportunity and risk. It would be great if whenever someone posts on this thread that they are making a purchase, they could state why - to provide some sort of discussion of the opportunity and risks. Even a statement of "I just bought DCLK because I believe that momentum investors will drive the price up over the next few days - I will must likely sell it before the end of the week because the market embodies quite a bit of risk at the moment." This is just a suggestion to give greater value to the discussion on this thread. People are free to post what they want. But as I've grown tired of analysts setting price targets with no apparent fundamental justification, I've also grown tired of reading posts where people state they have made a purchase with no explanation why - it almost comes off as shooting in the dark. Thanks, -Eric