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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Justa Werkenstiff who wrote (9794)	11/11/1999 8:53:00 AM
From: Wally Mastroly	Read Replies (2) \| Respond to of 15132

A 'pre-FOMC-meeting' warning from a Fed guy ??? biz.yahoo.com

To: Justa Werkenstiff who wrote (9794)	11/11/1999 2:29:00 PM
From: marc ultra	Read Replies (1) \| Respond to of 15132

Justa re<<<<That is the risk in this market and at high multiples this is a bigger risk than usual. >>> Agree with everything you say in your post which is one reason I largely addressed my comments to the Nasdaq and what might be considered frothiness in hi tech. While I am not impressed with the value of a lot of the slew of internet companies that had come around early on in terms of their valuations many of the recent bunch of telecommunication and B2B companies coming out have much more compelling stories. So I guess one issue would be is if we reach a point where the S&P valuation and monetary conditions call for a sharp pullback, what will happen with these latest "new economy" stocks? Unlike AMZN THOO and the rest these B2B companies look like they'll be saving businesses many billions, just as the broadband companies coming out now are creating new markets and creating huge ecomomic value. I just bought an odd lot of ARBA with the thinking of dollar cost averaging into it and maybe some others. These little transactions are one of the reasons I have a $12 commision broker along with a $30 broker<g>. The competition in this B2B area looks fierce though and it is unclear how it will all shake out but I can see this is the latest gold rush mentality area and I had just bought a new pan anyway. Marc