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To: KevRupert who wrote (6135)	4/1/2000 7:42:00 PM
From: Jeff Hayden	Read Replies (4) \| Respond to of 11568

advalorem, I'd like to add that we now seem to have two economies going at the same time, the so called old economy of brick and mortar businesses and the new economy that seems somewhat virtual. So what does this do for us? I think it gives us two glasses each about half full of water. Now we go outside and stand in the rain with a glass in each hand. When the economy in one side (old economy) gets in trouble, the market pours that economy's water into the other (new economy). Meanwhile the rain is slowly filling both glasses (retirement funds). When the other economy gets too full, the market pours some of that water back into the old economy's glass. Eventually, both glasses get too full and I guess we go get bigger glasses? Anyway, I think the two market situation we have now hasn't happened before - they certainly seem to help protect each other. When one is sick, the other charges along and vice versa. The overall rise in the Dow isn't really all that much this year yet. NASDAC has really charged, but has since slowed. I don't think the market, in total, has grown too fast - especially when it's raining all that retirement money.

To: KevRupert who wrote (6135)	4/1/2000 10:00:00 PM
From: el paradisio	Respond to of 11568

Advalorem,excellent post, agree with all your points, and "3)technology was NOT creating productivity and efficiency" is the key in my view , contrarian to what we experience today. El Paradisio

To: KevRupert who wrote (6135)	4/2/2000 1:44:00 AM
From: c.hinton	Read Replies (2) \| Respond to of 11568

I have owned stock all my life,44 years.all holdings were long term 15-20 years.Now Ihave half in treasury and municiple bonds,the other half in euro since I live there.I defenitivly plan to reenter the market,just not yet.America is the safest and fairest place to invest in general,Just remember stocks are not the only game in town,I shifted all in early febuary.The bonds have made a nice nearly risk free profit on top of the interest paid while the market has been trying to decide which way to go. yours chinton

To: KevRupert who wrote (6135)	4/2/2000 5:47:00 PM
From: c.hinton	Read Replies (1) \| Respond to of 11568

Dear Advalorem, It's asset inflation not headline or core inflation that is the worry.Peaple feel richer so they tend to spend more.I have many times bought things I might not have ,soley because my stocks had gone up That Day. I felt richer.There was no guarentee they would not go down leaving me poorer and in dept. One developes an inflated feeling of worth based on abstract values that fluctuate daily and depts that are all too concrete with ever mounting interest charges.That is the trap. I do not know the exact level of margin in the market.I have seen several articles saying it is at its highest ever.In any case one must consider total borrowing. i.e.Buying stock on your credit card, taking a mortgage to buy stock,not paying cash for a car to buy stock.The list is as great as human ingenuity will allow. Sorry for the disjointed post chinton