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To: Paul Viapiano who wrote (70019)	7/27/1999 12:53:00 PM
From: Eric Wells	Respond to of 164684

>>MSFT, CSCO, DELL, AOL, EMC, WCOM All good companies no doubt. I actually held MSFT from 1992 up until today - believe it or not, I sold my last MSFT this morning. These may all be good long term bets. But I can't help but think that all these stocks will go lower between now and Jan 1, 2000. I may certainly be wrong - and may miss out. But with markets near all time highs, fears of interest rate hikes, a falling dollar and Y2K uncertainty - well, all these lead me to think the market is heading south over the next six months. Thanks, -Eric