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To: Dale Baker who wrote (2715)	1/20/1999 5:14:00 PM
From: Mao II	Read Replies (1) \| Respond to of 118717

DB: Weakness is being punished and it will continue to be punished. Any company falling short will be pummelled. The selling is exagerated and the price declines are exagerated and the climb out of the hole is long and hard. This makes it increasingly difficult to maintain long-term holds. Patience is a virtue, but none of us has it in infinite quantities. I have, for instance, two seriously down long-term holds. Well, actually, I'm still in the money with SAP, even though it is down over 50 percent since August, but I am BARELY in the money. This is the time DD really counts. SAP is definitely a hold for me. WFMI is more problematic. I'm now down about 25 percent and it looks like the stock could easily slide another 10 or 15 percent. That hurts and calls into question the fundamental reasons for investing in the company in the first place. Sigh. M2