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To: DownSouth who wrote (3082)	4/12/2000 7:46:00 PM
From: KevRupert	Respond to of 10934

OT ds, yes for the most part. I've bough stocks that are technically tech-plays, but in a conservative fashion: i.e. "bls", "gm". I still hold some tech holdings though. I'm putting in gtc buy orders on prices that I want to pay: i.e. ntap @ $60, $50, $40, etc. I just believe with the interest rates supposedly going up in the coming months, the spring/summer selloff in motion, and the high tech valuations - that the market offers more risk (albeit less now!) than reward. I was discouraged to see nobody responded to my concerns about risk when I mentioned it on the board. I appreciate the g&k investor mentality, but I believe that risk and valuation issues have to come into play in some form. I think a stock growing at 40-50% per year, yet selling at 200x next year's earnings, has a lot of risk built into it. The stock has market risk, stock-specific risk (if eps expectations aren't met), and industry risk. I try to put any advantage I can use in my favor. Just my opinion, Respectfully, advalorem