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To: John Stewart who wrote (1994)	10/15/1999 9:44:00 PM
From: Ian@SI	Respond to of 3661

John, The bears told us the market was fully valued at least 4000 Dow points ago. If your investment horizon is more than 2-3 years, the market has almost never been fully valued. ... not that that makes this week any more palatable. Good luck with your calls. (I've never bought any yet. I prefer to collect the premium from selling Puts. ;^)) The 2 calls I listened to this week were absolutely dynamite in terms of forward looking statements. I believe that all companies with leading edge technology within the sector are likely to outperform the market. Here's to hoping the market goes up at least 20% before yearend. <g> Enjoy your weekend, Ian.

To: John Stewart who wrote (1994)	10/15/1999 9:56:00 PM
From: mr.bill	Read Replies (1) \| Respond to of 3661

John: MTSN held up well today because neither Philip,Ian,you or myself sold any shares. It's a nice club, but we need to enlist new members. All of the new prospects were shaken up by the earthquake, which hit the same day we hit a new high for the year. I'd like to see a surprise come earnings day, as long as it doesn't correspond with a bad PPI,CPI,jobs report,Greenspeak,you-name-it reason for the market to dip like today. Otherwise, I'm glad I own too much MTSN. Regards, mr.bill