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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: 10K a day who wrote (52723)	6/1/2000 12:17:00 PM
From: 10K a day	Read Replies (1) \| Respond to of 99985

Sentiment indicator of 360 'Internet' Stock Pickers: (portfolios picked on Jan 15,2000) masteringwallstreet.com 71 Percent (Of Portfolios) - Down 10 Percent or more. 59 Percent (Of Portfolios) - Down 20 Percent or more. 41 Percent (Of Portfolios) - Down 30 Percent or more. 25 Percent (Of Portfolios) - Down 40 Percent or more. 15 Percent (Of Portfolios) - Down 50 Percent or more. Median Portfolio of 360....Is down 24 Percent. ***Shorting was allowed in this contest...So that Skews the numbers...as many Positive portfolios were shorts.

To: 10K a day who wrote (52723)	6/1/2000 12:57:00 PM
From: pater tenebrarum	Read Replies (1) \| Respond to of 99985

i regard the nutz, big or not, as a speculative sideshow... in order to come to conclusions as to what's likely going to happen, you have to take a look at what has happened first, no? i agree, money has simply rotated from certain sectors to other sectors instead of being withdrawn. that's also not exactly 'bear market' action. it's also been done in a completely mindless fashion for the most part. i think today's money managers are largely like headless chickens..they haven't really found out yet that higher rates and prospectively slowing growth are not all that good for equities. my bet is that they will all find out on the same day, just as they found all out on the same day that they may be overpaying a tad for VERT, ARBA, CMRC, CRA, PDLI, etc., etc.