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To: E.J. Neitz Jr who wrote (28579)	1/30/2001 6:16:45 PM
From: Ron McKinnon	Read Replies (2) \| Respond to of 53068

Ed and Chartseer have you guys done any pre Fed portfolio modifications? any thoughts on the action plan if any for tomorrow? for me I went cluck cluck today; back to very heavy cash just have some very small residual hold pieces on about 15 stocks; from prices way lower, so those are just tucked away for a good long while of course if the markets ramp I may regret this but am still in the risk adverse mode and continue to focus on keeping some very solid YTD gains and I am thinking it may be a bit of "sell the news' any and all guesses and game plans would be welcome