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To: PMG who wrote (31774)	10/2/2000 9:44:17 PM
From: bobby beara	Read Replies (2) \| Respond to of 42787

Now we have thousands of tech companies which we have to examine to find the new stars. <<< overinvestment creates overcapacity. beara's axiom #1 in the internet age it's unlikely you will see a leadership company like intel and microsoft in the personal computer age. but investors have blindly LIMIT up bid LNUX $300 first day ipo and hundreds of others like another dot com will be the next msft and intc and in fact give these new tigers market caps that exceed many long established blue chip growth companies on the first day of trade. bowling balls circa 1960, gold circa 1980, dot coms circa 2000 have more in common than most think

To: PMG who wrote (31774)	10/2/2000 9:58:49 PM
From: Stephen	Read Replies (1) \| Respond to of 42787

PMG, thanks for your thoughts. Just to clarify the following:- Firstly, I meant to say that each new decade (60's,70's,80's,90's) has had a new sector to lead the market forward - this wasn't clear from my post - and with the 2000 decade change perhaps history tells us this current one won't be led by technology. Also:- "I think it's not very helpful to say that before a new bull run the old leaders have to be slaughtered. Why? Great companies great products. I think it is more the fact that the greatest % growth in a companies life is when it is very young or just founded. In an early stage growth can be 10-fold or a hundred times e.g. when the founder becomes CEO of a 100-people payroll firm" The thought that the tech generals had to fall before the next bull began was, from memory, based upon historical precedence. Most of the discussion took place on the MDD thread. My memory is quite selective - I never seem to remember rationales - just the bit that probably matters most (the result !)... so if anyone can provide that rationale, I'd be grateful !. Thanks again, Regards Stephen