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To: horsegirl48 who wrote (26363)	7/23/2000 6:39:18 PM
From: HudsonDog	Read Replies (2) \| Respond to of 35685

HG, I guess if you are confident Bob will get you out before any decline, OK then. I just think many who follow BB combined with others who think there will be a correction in the Aug-Oct timeframe will kind of cause it to happen, and if that is the case, why wait until he gives the word. When he gives the word, may very well be the time to buy. Jim

To: horsegirl48 who wrote (26363)	7/23/2000 8:02:33 PM
From: im a survivor	Read Replies (1) \| Respond to of 35685

<<Bob agrees there will be a Nov. Dec. run, but why lose your money and wait for it to come back when you can sell and buy back much cheaper in Nov. for the winter run. Thats what I'm planning.>> What if he's wrong...or what if the correction is not as bad as some think? Rememeber, if you sell everything intent on buying back cheaper, it will have to be alot cheaper in order to A)take the risk B)face the tax consequences in selling everything. I am thinking a better approach is this A) Eliminate margin or get under 10% usage B) unload the "bloated pigs". Some stocks have run up a great deal. No matter how good a company, it may be wise to sell. In fact, being a great company makes it more prudent to sell. If it's a good company, you can buy back in at ANY price, so if it doesnt correct, you can still buy back higher and it will be a good investement. C.) Do not sell quality companies that are already beaten down. be prepared to buy more D.) Cover a certain percent, or if your real pessimistic, cover it all, or buy puts E.) Lastly and most importantly. Do not fall prey to the volatility.....take advantage of it. Anyway...this is just one set of thoughts from one manic depressive, so take it for what it's worth. keith@waitingforyear2001patiently.com

To: horsegirl48 who wrote (26363)	7/23/2000 8:05:02 PM
From: TARADO96	Respond to of 35685

I agree that some cash should be raised, especially if you ahead of the game. However, I would note that it is extremeky hard to time the market (e.g. a lot of investors missed the 19% rise in the NAS in that last week of May. We are talking 19% in FIVE DAYS.). The best approach is to choose good quality tech companies (we all like techs), and buy on the dips in thirds). John