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To: Lizzie Tudor who wrote (89395)	1/2/2000 12:23:00 PM
From: Glenn D. Rudolph	Respond to of 164684

Good chart on ecommerce results: nytimes.com

To: Lizzie Tudor who wrote (89395)	1/2/2000 7:11:00 PM
From: Sam Sara	Respond to of 164684

>I don't think trading is the way to go anyway - buy and sell every few months works best for me. I am coming to the same conclusion, although my holding period may be weeks to months. I think that one of the consequences of the knowledge revolution is that rapid dissemination of information to investors is leading to companies reaching their "true" market cap (which, after all, is the stock market's best estimate of the present value of all its anticipated future earnings after taxes) much faster. This means that growth stocks will appreciate much faster than before (all other things being equal), to reach a relative market cap plateau much faster. This phenomenon is contributing to the perceived "bubble" in assets, although I really don't know whether this is really a bubble. In reality, we do not have enough information to determine whether this is a bubble or a rational pricing reflecting a true productivity and information revolution. For me, the individual investor, the message that is being hammered home is that momentum investing will continue to rule in the near term (next few years). My present portfolio reflects this belief: CMRC,INSP,FMKT,PUMA,FDRY,GSTRF,QCOM,ITWO,JDSU,VRTS