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To: Barry Grossman who wrote (105106)	6/29/2000 4:00:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Barry, >In the next few weeks we will start to hear some very bullish reports from the likes of Intel, AMAT, EMC, MSFT and the like. The upside surprises and bullish forward looking 2H00 outlooks from many sources will boost confidence and prices of certain equities to new never seen levels. I like your scenario, and sincerely hope you're right and that nouveau bear, Brinker, is wrong. FWIW, I saw Acompura on Bloomberg early today. He thought that, near term, it was a stockpickers market, rather than an index one. He liked Intel, Dell, Coke, some others. Main reason was that they looked good technically, not having broken down in the last couple months. Later, he likes the market's chances going into the election, saying that's a historically good time. Then, he said to expect a pres. honeymoon rally out to March. He left it there. I personally have no market predicting ability. I wake up every day and get surprised most of them. Oh, I like those 4 stocks you mentioned! Tony

To: Barry Grossman who wrote (105106)	6/29/2000 4:02:00 PM
From: JDN	Read Replies (1) \| Respond to of 186894

Dear Barry: I think you have at least a better than 50% chance of being correct, especially in the Tech arena. I particularly like companies in the internet infrastructure, the semis, the microprocessor, data management and telecom fields for at least the next few years. Knowledge is growing astronomically now and I believe is a force of nature that will not be denied. JDN

To: Barry Grossman who wrote (105106)	6/29/2000 6:06:00 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Barry, I also agree with your scenario. And I agree with Tony's comment that it will be a stock pickers market. A slowdown in the economy will put pressure on a lot of companies that don't have the growth of the stocks that you mentioned. Fixed costs based on prior economic growth will hurt earnings. So the indexes may not rally, in fact may decline. Let's hope that the market is discriminating. Traditionally you get the summer rally, and the late summer pull back, leading to a good November and December. Tradition is no guarantee of future performance, especially in an election year. The growth fundamentals for a lot of tech stocks certainly look as good as I've seen them in many years, probably since 1995. How's that for taking every side of an issue? John