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

To: Investor2 who wrote (10924)	1/9/2000 12:22:00 PM
From: Lars	Read Replies (1) \| Respond to of 15132

* Market Summary * 01/07/00 12/31/99 %Change S&P 500 1,441.47 1,469.25 -1.89% Dow Jones 11,522.56 11,497.12 +.22% NASD Comp 3,882.62 4,069.29 -4.59% Russell 2000 488.31 504.75 -3.26% SOX Index 690.75 704.56 -1.96% Value Line 426.21 431.04 -1.12% MS Growth 549.79 534.77 +2.81% MS Cyclical 595.92 585.75 +1.74% T - Bill 5.22% 5.17% +5 BP Long Bond 6.54% 6.48% +6 BP Gold - Oz-Near Month $282.90 $289.60 -$6.70 Silver - Oz-Near Month $5.20 $5.45 -$.25 National Association of Purchasing Managers' Index eases to 55.5 in December from 56.2 November Construction Spending rose +2.6% President Clinton Renominates Alan Greenspan to Fourth Term as Chairman of the Federal Reserve Board New Factory Orders rose +1.2% in November Jobless Claims rise +33,000 to 309,000 New Home Sales for November fall -7.1% to 865,000 December Auto Sales 15.0 million annualized rate Consumer Installment Credit rose $15.6 bil in November * Unemployment Rate unchanged at 4.1% * Nonfarm Payrolls rise 315,000 * Average Hourly Earnings rise $.06/hr to $13.46/hr

To: Investor2 who wrote (10924)	1/9/2000 5:49:00 PM
From: MrGreenJeans	Read Replies (3) \| Respond to of 15132

Asset Allocation After hearing Bob comment all weekend on the high valuations of the QQQ in relation to the David Rocker article, and conversations with a top Wall Street analyst, it would surprise me when I receive my Marketimer tomorrow? if he did not suggest a reallocation in this area. Further, he is also talking about fast GDP growth and sounds like he expects more than one rate increase which has to limit equity market upside. Will he call the bear sometime soon? Anyone have an opinion on Amat in relation to these high valuations? (Obviously, I am aware of the fundamental outlook for the company.) Hold a boatload of shares. Should I hold or should I sell?