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To: Mark Fowler who wrote (114150)	1/3/2001 10:38:27 PM
From: Victor Lazlo	Read Replies (1) \| Respond to of 164684

<<Victor the FED actions today changes things. >> So again, Mark, this is such a shock to you?? When you told me old economy would outperform new econ, did you not think the Fed would cut by .5 this year??? I did. I did not expect it this soon, but I did expect it. <<Techs will not do good with high rates, value stocks do better. This doesn't mean that one should go out a sell there DOW stocks. I like a few of those names too. but they will not keep up with tech - growth stocks over the long haul. >> "Long haul" ? What "long haul"?? Mark, you have now switched from bidding us all farewell last night to delve into real estate, to diving back into growth stocks. Is that your "long haul" ?? And what is a "growth stock" exactly, these days, Mark? What is the average peg for what you bought today?? Jeez.