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To: RetiredNow who wrote (54513)	8/15/2001 1:00:00 PM
From: larry	Read Replies (1) \| Respond to of 77400

Don't trust mutual funds. In the next huge leg down with DOW, the defensive value stocks will play to leadership role. larry!

To: RetiredNow who wrote (54513)	8/16/2001 12:26:25 AM
From: Paul V.	Read Replies (2) \| Respond to of 77400

mindmeid, > defensive mutual funds. But I'd like to see if I can make some money on this volatility.< FYO, of the 239 stocks I track according to the economic model consisting of four phases (phase I, cyclical/energy), phase II (basic materials/technology), Phase III (financial/industrial) and Phase IV (non-cyclical/utilities). The economic model appears to show that the movement is into Phase I and begainning movement into Phase II and away from the defensive stock. Banks, savings and loan stocks in Phas III are grossly over priced, IMO. Just my opinions. Paul