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To: JSB who wrote (4544)	4/19/1999 4:11:00 PM
From: Dale Baker	Read Replies (1) \| Respond to of 118717

I may be totally stupid but this is easier to watch with a third of my portfolio made up of stocks bought with earlier winnings. I know the money is still gone on paper, but I'm still happy with the overall shape of my portfolio. Guess I'm not ready to sell out entire sectors every time there is a rotation. I was hoping I would get to ring the 50% bell for FRNT but not yet. Maybe tomorrow. Patting myself on the back for bailing on USAB near the top. Bronx cheer for buying the WMB calls a couple of points too high. C'est la vie. CNBC is pointing out ad nauseum how the stocks that dropped today are mostly at levels of only 4 - 6 weeks ago. Hard to argue with that.