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To: JDN who wrote (79589)	3/15/2000 6:38:00 PM
From: David R. Schaller	Read Replies (2) \| Respond to of 97611

JDN, It seems possible that the great motivators of greed & fear are about to change seats. If so, the question will be; Where will the hot, scared, momentum driven money move? I don't think into money market funds or bonds. More likely into the battered blue chips. Low PE, high dividend yield, liquidity, quick ramp up of price etc. The change in psychology could happen quickly. Today ORCL with blow out earnings was downgraded. PaineWebber on Wednesday morning said analyst Sara Farley has "slashed" the firm's one-year stock target price for Amazon to $68 from $74. Only time will tell, but I figure a lot of investors & MM's are going to be evaluating the risk profile of their portfolios. Dave

To: JDN who wrote (79589)	3/16/2000 12:58:00 AM
From: Chris	Read Replies (1) \| Respond to of 97611

JDN, JMHO, but I think you are wrong about there not being enough long-term value investors left in the market. We have yet to see a serious shakeout of daytraders and other "get rich quick" investors. I have followed the market for more years than I care to admit and I think you will see that rational heads will persevere in the end. Personally, I am a long term investor who is very diversified. My value plays balance my volatile techs very well. True, I am not making 3 figure % gains every year, but I am very satisfied with my annual returns. Chris P.