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To: sea_biscuit who wrote (24025)	8/22/2001 11:42:28 AM
From: michael97123	Read Replies (1) \| Respond to of 25814

Dipy, When do you think small cap value will stop leading the market. Two years is a long time to lead growth. Usually there is a back and forth between the two in terms of leadership. Prior to the inception ot the etf, have you tracked the group? mike

To: sea_biscuit who wrote (24025)	8/22/2001 8:40:56 PM
From: sea_biscuit	Read Replies (2) \| Respond to of 25814

Just read that CIEN has been added to S&P 500. So it looks like both Addi's and Jock's portfolios will see a pop in the short-term. One of the reasons why I don't like the S&P 500 is that the committee has added too much tech junk in recent years, and many of them at outrageous valuations. That will be a huge drag on the index going forward. In the coming years, I won't be surprised if more managed funds beat the S&P 500 than in the past few years.