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To: Ron McKinnon who wrote (22848)	4/1/2000 2:22:00 PM
From: Larry S.	Read Replies (2) \| Respond to of 53068

disagree and agree: think the old economy stocks have a lot more to run. sectors like banks, airlines, retail,etc still very beaten down. earnings prognosis is good, pe are ridiculous (cheap), stocks are compeling values. given the volatility of the past few months, think more fund money will stay in these sectors. mutuals reported outflow from small caps this past week, while may be a very short term phenomena, think it has to be a factor. agree stay with the good stuff in techs. first quarter was basically break even for me, mutuals were up, stocks were down. last week was not kind to the portfolio with my hold philosophy. thanks for the update. larry