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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Clarksterh who wrote (8278)	3/15/2000 12:33:00 PM
From: geoffrey Wren	Read Replies (1) \| Respond to of 10921

Why no posts lately? There's blood in the street, no? We should all buy BAX maybe? They are developing a blood substitute. Let's see. Higher oil prices, higher interest rates, a problem here, even more so in Asia. And maybe Greenspan thinks a recession now is not so bad compared to letting this bull market run? Is that the thinking? Or is it just nervous profit-taking? Maybe so. At least the DOW has stabilized, so maybe the NAZ will too.

To: Clarksterh who wrote (8278)	3/15/2000 6:36:00 PM
From: Jerome	Read Replies (1) \| Respond to of 10921

Clark, your answer was clearer than my statement. However, would not more of the new money have to be added to the larger cap stocks than the smaller cap stocks because they are now a larger percentage of the index. You are right that old money can be left alone, but new money that comes in on a weekly basis will have to be re allocated. The problem becomes more complex because index funds are usually fully invested and redemptions have to be met by selling something. Over a period of just a few months the stock portfolios become out of alignment with the index they are tracking. At any rate we will know by Friday at the close. It could also be a non event, as many predictions eventually quickly evaporate with the passage of time. Jerome