To: William Hunt who wrote (26669 ) 10/28/2000 8:06:29 PM From: Sonki Read Replies (1) | Respond to of 27012 all mst read 52% upside in naz in 12 months: Big Money Poll Results: INTC, MSFT, WCOM, CSCO, EMC, GE, AOL, JDSU, T, HGSI, AMZN, JNPR, ORCL, SUNW, CIEN, YHOO Jacqueline Doherty summarizes the results of Barron's latest Big Money Poll. She provides the mean consensus responses of 120 money mangers to the questions in the survey. -Yearend targets for major indices in 2000 and 2001 respectively: Dow Industrials: 10,989.40; 11,308.79 S&P 500: 1480.85; 1530.76 Nasdaq Composite: 3831.99; 4022.71 -Highs and lows for major indices in next 12 months: Dow Industrials: 12,134.38; 9774.83 S&P 500: 1637.05; 1276.06 Nasdaq Composite: 4708.48; 3060.11 -Roughly half the participants remain bullish, down from 59% in May; number of bears remains consistent -Favorite stocks: INTC, MSFT, WCOM, CSCO (5 votes); EMC, GE (5 votes); AOL, JDSU (4 votes); T, HGSI -Most overvalued stocks: AMZN, CSCO (23 votes); JDSU (14 votes); GE (7 votes); JNPR, ORCL, SUNW, CIEN, YHOO -Industry picks and pans in the next 6-12 months: Technology (52%), healthcare (41%), and Financial (36%) sectors ranked highest among the leaders Technology (48%), Consumer Cyclicals (30%), Energy (24%), and Basic Materials (24%) ranked highest among the laggards -Predictions for 2000 and 2001: GDP Growth Rate: 4.6%; 3.7% CPI: 3.5%; 3.4% P/E multiple (S&P 500): 26.1; 24.5 Growth in Corp Profits (S&P 500 operating): 12.8%; 10.3% -Personal Portfolio allocation: Stocks: 77% vs. 77% 6 months ago Bonds: 9% vs. 9% 6 months ago Cash: 15% vs. 13% 6 months ago -Beating the S&P in 2000: Professionally: 85% yes; 15% no Personally: 76% yes; 24% no -Uncertainty about outcome of Presidential elections -Best performing sectors under Presidents Bush and Gore: Bush: healthcare, energy, and technology Gore: technology, financial, and healthcare -sonki