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To: Tom D who wrote (76478)	9/3/1999 10:24:00 PM
From: Robert Rose	Read Replies (2) \| Respond to of 164684

Hi Tom. Temperature read: are you still 100% cash? Got back into icge today as it hits another high. Just can't believe the momentum of that thing. Still curious as to whether you've profited from it? Now about 50% cash here. Looking to make trading profits, if not more. Enjoy the long weekend, all. Rob

To: Tom D who wrote (76478)	9/4/1999 11:56:00 AM
From: John Donahoe	Read Replies (1) \| Respond to of 164684

RE: --snippet-- That leaves the Fed more or less in the same bind it has been in all year; namely, having to justify rate increases at a time when, despite rapid growth and a tight labor market, there is little evidence that inflation is breaking out -- especially at the consumer level. This is the essential fact from your NYT piece. The rest is hand wringing. Remember the old saw Tom, a "bull market climbs a wall of worry".