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To: Robert Rose who wrote (109961)	10/9/2000 11:14:26 AM
From: GST	Read Replies (3) \| Respond to of 164684

Robert: As we approach 3200, what strikes me most is how overvalued the market still appears. There has been nothing that even begins to look like capitulation -- despite the mounting fear. Companies like JDSU look like they have a lot more downside. And Yahoo looks like it might break to the downside -- which would cause quite a lot of damage to anything highly correlated with Yahoo -- the whole dot.com world at the very least. Good luck.

To: Robert Rose who wrote (109961)	10/9/2000 1:01:02 PM
From: H James Morris	Read Replies (1) \| Respond to of 164684

Rob, I'd call it a YHOO, because there's nothing quite like it. FD I follow McAfee he's one smart fund manager, and T. Rowe is in my opinion one of the best funds out there. >And yet, Yahoo! is in a good position relative to the second-tier stocks, which he effectively defines as everyone else but America Online (AOL:NYSE - news) and DoubleClick (DCLK:Nasdaq - news), both of which T. Rowe Price owns. siliconinvestor.com The top-tier firms, says McAfee, are the ones where the major advertisers start; the rest are the ones that get the incremental spending that has been drying up over the past few months -- the ones that usually benefit, as McAfee puts it, from advertisers' saying, "We'll give so-and-so $1 million this quarter and see how it goes."