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To: Glenn D. Rudolph who wrote (109424)	10/3/2000 12:49:09 PM
From: GST	Read Replies (2) \| Respond to of 164684

Glenn: If you know nothing about how risk is dissipated through diversification -- and this is the substantive difference of opinion I have with William, who believes that a portfolio of ultra-high beta stocks in a single sector constitutes "diversification of risk", which is patently absurd -- then kindly refrain from commenting on my discussions of portfolio risk management by joining in William's taunts about individual stocks which have nothing to do with the discussion.