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To: Land Shark who wrote (5036)	4/17/2000 6:06:00 PM
From: Street Hawk	Respond to of 19428

All I can say is that the Naz 100 stocks will remain very overvalued, and CSCO will remain the ultimate cult stock of this bull market. Most of the small cap dotcoms will die a slow death to net cash levels. This will happen with the Naz floating anywhere from 3000 to 4000. Jesse

To: Land Shark who wrote (5036)	4/17/2000 10:35:00 PM
From: Das Boot	Respond to of 19428

I wouldn't venture to predict the next Naz movement... Many (bearish) people try to use history as a guide, but I submit that the current market conditions have no historical reference. Never before have so many people had such easy (and cheap) market access. History, as such, is now being re-written. I believe that things won't return to normal until companies such as CSCO obtain a more reasonable P/E than the current 154.05. However I must also concede that what used to pass for usual and reasonable may never return. Aufwiedersehen, Das

To: Land Shark who wrote (5036)	4/18/2000 1:49:00 AM
From: Ben Wa	Read Replies (1) \| Respond to of 19428

People and the media focus way too much on the Naz 100, a mkt cap wtd index where msft as of a month or 2 ago was roughly 10% of the thing. Such obsession was a contributor for a nifty fifty group of stocks being overbought by institutional closet indexers and retail investors who know only what they hear Maria Bartaromo yap about on tv. If the same group of stocks rebound to the old highs, the writing in blood on wall in that grand old hotel in Colorado in the winter will surely come to pass.