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To: rolatzi who wrote (115640)	8/5/2001 10:23:48 AM
From: Les H	Read Replies (1) \| Respond to of 436258

Don't think you can broadbrush value as healthcare is pretty close to the top of its historical weight in the index. Basic materials and oil/gas are near the lows and their performance contingent on the dollar and the economies. barra.com select S&P 500 for index, and each of the two sectors valuations for the S&P index, value or growth, aren't cheap barra.com

To: rolatzi who wrote (115640)	8/5/2001 10:41:00 AM
From: Lucretius	Read Replies (2) \| Respond to of 436258

even he is looking for a meltup...geez...

To: rolatzi who wrote (115640)	8/5/2001 3:43:48 PM
From: patron_anejo_por_favor	Read Replies (1) \| Respond to of 436258

Grantham Gets It: Q: You say we're still in a bubble. Everyone else thinks this is a bear market. A: The peak was March 2000 and the market has come down a lot, but it has a whole lot further to fall. Great bear markets take their time. In 1929, we started a 17-year bear market, succeeded by a 20-year bull market, followed in 1965 by a 17-year bear market, then an 18-year bull. Now we are going to have a one-year bear market? It doesn't sound very symmetrical. It is going to take years. We think the 10-year return from this point is negative 50 basis points [a basis point is one one-hundredth of a percentage point] after inflation. We take inflation out to make everything consistent. Exactly!