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To: Clappy who wrote (35029)	3/26/2001 9:06:03 AM
From: AllansAlias	Respond to of 35685

Yes you ask some good questions in there Blackie. I'm sure she's made some good calls. still, I expect that determining the outlook for the economy will be a tougher trick in here. Her track record has been back-tested 20 years eh? The site says the record is audited since 1982. Why, that's the beginning of the bull takeoff. Since we've had no real calamities for at least 25 years, all these bulls look like geniuses. Her record probably ranks up there with the great parrot analysts of the last 20 years -- Gawk. Buy the dip!. Neither of them fear bubbles or debt. As for the SOX relative performance since the beginning of Dec or so, it is a mildly impressive divergence, but I think it's still an overvalued sector. Message 15523591 Cheers