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To: junnie who wrote (90723)	4/5/2001 9:53:12 PM
From: patron_anejo_por_favor	Read Replies (1) \| Respond to of 436258

<<Any way you slice it there is more money in the market today than there has ever been>> Hmmm, by my back of the envelope calculation, there's about $5 trillion LESS in the market than 1 year ago...and a lot of those who were participating then will NEVER return.

To: junnie who wrote (90723)	4/5/2001 10:06:06 PM
From: Shack	Respond to of 436258

Junnie, the problem is that prices get so high that it takes increasingly more money coming in to support these prices. The leaky balloon analogy applies here. Prices are simply too high to support, given the level of mufu inflows. Now we are getting a new trend of OUTFLOWS. Throw on a stagnant economy, more unemployment and continuing deteriorating fundamentals and you can guess that this trend will likely continue. At the end of this bear cycle, we may see multiples somewhat higher than the average has been but don't expect 25 times p/e's to be the norm.

To: junnie who wrote (90723)	4/5/2001 10:42:17 PM
From: LLCF	Respond to of 436258

<Any way you slice it there is more money in the market today than there has ever been and it will remain that way. Mutual fund managers are pulling their hair out trying to find somewhere to put all the money. > 1.) Of course there is more money than ever before with Greenboink printing like nuts. 2.)What do you mean it "will remain that way".... when the baby boomers retire it is expected by all the 'experts' that the trend will reverse itself. 3.) Well if Mutual funds are looking for somewhere to put all that money, why is the market going down?? Further more, I would submit that in reality people want to put there money where there is performance and take it out where it's not... if other markets or investments start outshing equities, people just may put there money there. DAK

To: junnie who wrote (90723)	4/5/2001 11:57:48 PM
From: LLCF	Respond to of 436258

<Any way you slice it there is more money in the market today than there has ever been and it will remain that way. > Forgot the obvious problem with the demographic argument... where there's money flowing those that want it seem to show up. In other words, it's simplistic to think that EVEN IF TRUE it means stocks will go up. Look at all the snake oil salesmen out there competing for those bucks! And it doesn't just assume that new stuff sucks... it doesn't! There are hundreds of millions of very smart money pouring into biotech which may crater many of the drugs sold by the S&P 500 drug companies... in short, more money pouring in simply makes it HARDER for the "market" to make as good a return as it could at much lower prices... All that "new money" you're talking about is simply competition, doesn't mean beans in the real world, the whole demographic thing could easily unravel. DAK