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To: NotNeiderhoffer who wrote (83764)1/20/2000 10:31:00 AM
From: bill meehan  Read Replies (1) | Respond to of 86076
 
NotN: Thanks for the recap of Don Hays' presentation in NYC. I would have loved to attend. Is he still with Wheat First/FTU although in a different capacity?



To: NotNeiderhoffer who wrote (83764)1/20/2000 7:23:00 PM
From: Bill F.  Read Replies (1) | Respond to of 86076
 
nn-you`re kind to share your notes,everyone should read these.very well done,thanks for putting in the time and effort.if only there were more posters of your caliber ,we would all be better informed.thanks again.



To: NotNeiderhoffer who wrote (83764)1/26/2000 10:10:00 AM
From: Sir Auric Goldfinger  Read Replies (1) | Respond to of 86076
 
Thanks for sharing. I knew he was in town and would have enjoyed some illicit contraband at 21.

Question, RE: "Third leg down-DOH!
------------------------

So Don thinks we are at the point were Van Wagoner, Nick- App and Driehaus (MO-MO) and all the day
trading junkies and E-Traders puke big, big time as we go into a 12-24 month period only a value investor with a
healthy dollop of cash would like to see. Currently there is about $2 sitting in money market funds for every dollar
in equity mutual funds (i think i have this correct-if not then $2 are flowing to MM funds for every $1 going into
mutual funds). He thinks eventually this money finds its way into the market and helps form a bottom."

Did he mention these MO's by name? 2) Funds flows are now 2 to 1 cash v. equity or will become 2 to 1 after market cracks?

Don is a great stock market junkie and I appreciate your field reporting very much. I hope that we this thing breaks, he abandons that fourth leg he was forced to add in this out of whack market. Thanks again.