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To: Robert Rose who wrote (117114)	2/7/2001 4:19:28 PM
From: 16yearcycle	Read Replies (2) \| Respond to of 164684

"To reiterate, my overall impression is that you were far more bullish in 2000 than I was. That's all. Good luck. Rob" I don't know how you felt, I can only say that I thought we would have a reaction to 3500, and then not break 5000 again until mid 2003(compounding at 20% off of a 3500 bottom in late 2000).I thought we were 3 years ahead of ourselves. So I wasn't bullish, expecting 3-3.5 years of a flat market, but I expected a clean correction and then steady move up. really stupid. RR, not in my wildest dreams did I think we would break 2850. I therefore thought we were safe after May. I was totally wrong and not positioned for the collapse starting on 9/1. Too sure of myself after a decade and a half of ridiculous outperformance, so I had absurd underperformance. I still feel out of synch and may well be, but I don't think it is safe to be in a high peg tech. Jdsu is not a high peg tech. Either is yhoo anymore(its not a tech stock anyway)Nor is csco. There aren't many left, but beas, itwo and muse are the worst offenders now. and I just hate those biotechs. They are nearly all going to shrivel up to nothing, but we just can't know when. Take care, Gene