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To: Glenn D. Rudolph who wrote (5758)	3/20/2001 11:13:41 AM
From: 16yearcycle	Read Replies (1) \| Respond to of 57684

us gypsum is cheap and Buffett insures it, and has invested in it.

To: Glenn D. Rudolph who wrote (5758)	3/20/2001 3:45:15 PM
From: Randy Ellingson	Read Replies (1) \| Respond to of 57684

Compelling... lots of companies are compelling, but the disclaimer of poor near-term earnings visibility has to stand in the way. I find RATL, YHOO, and INTC either there or right on the border. My AMZN proceeds went into RATL a little below 21. Next purchases will likely be among RATL, NATI, and INTC. APWR and YHOO are other possibilities. Do you feel the overall market's share prices are warranted today, or would you put us currently in an emotionally driven underswing? If we do continue to head lower, ultimately the valuation risks begin to fade as well. Can any of us really imagine the US Consumer hiding in the shell very long with all of the great technology out there just waiting to entertain them? <g>