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To: marginmike who wrote (10716)	4/3/2000 7:17:00 PM
From: pinhi	Respond to of 35685

Mike, that is EXACTLY what is happening. Couldn't agree more. You hit the nail on the head. Pinhi

To: marginmike who wrote (10716)	4/3/2000 7:17:00 PM
From: Jill	Respond to of 35685

I'm not in the b2bs except for vey tiny speculation sfrom time to time...but I do own NTAP GMST QCOM etc...I'm not "blaming" MSFT, mm, I'm saying the market used MSFT to take eveything down...do you want me to like days like today? I can't.

To: marginmike who wrote (10716)	4/3/2000 8:05:00 PM
From: A.L. Reagan	Read Replies (1) \| Respond to of 35685

The valuation re-adjustement happening in the market is very pertinent to ICGE type companies. Their valuations are based on the RIDICULOUS valuations in Internet... Well, I agree except... except that every time the i-nut "bubble" has popped since 1996 the damn things keep coming back. Perhaps now that a few of the dotcoms are about to be "iridiumized" this correction will be different. On the other hand, there is still massive money flow coming into the market and what we saw today was classic sector rotation. I look a lot at that 10-year Treasury, and it's a mighty pretty sight these days. I can see testing NAZ 3900, but doubt much worse than that. BTW, bot some DITC today.