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To: MulhollandDrive who wrote (1911)	12/23/1999 2:08:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 10934

It is a possiblilty. Also a good scenario for "rotation" from the hot stocks to a broader set of tech stocks, then back to the hot ones again. We saw this happen in 1999 at least once, didn't we?

To: MulhollandDrive who wrote (1911)	12/24/1999 4:11:00 AM
From: kas1	Respond to of 10934

re the january correction: i'm a hardnosed contrarian (who's digested more than his share of rational-expectations price theory) -- the more articles i read (and conversations at starbucks i overhear) about the coming january correction, the more i expect an upward boom. the dow's been treading water for a long time, you know. i figure once it starts rising again, it'll take the tech stocks with it. the funny thing about this contrarian business is it gets to be recursive... you can have a contrarian view toward contrarians... and so on and so on... like alice in wonderland. :-) or, as the saying goes, "i was a contrarian until i found out everyone else is one too."