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To: Dale Baker who wrote (29917)	4/24/2002 11:32:28 AM
From: Paul Senior	Read Replies (1) \| Respond to of 118717

I will guess that most value investors' portfolios are near all-time highs. (value as per Graham, maybe Buffett-Ruane-etc. No options. Lots of diversification.) Most of my portfolios are, in spite of me. (I'm a person who seems to own darn near every catastrophe, e.g. TYC, WCOM, AOL - just to mention the ones getting headlines today.) Imo, and from my perspective, the much smaller number of decent value picks available now compared to this time last year confirms that those investors who bought such stocks last year must be sitting on very good profits now as so many,many of these stocks have subsequently been bid to much higher prices -- in many cases multi-year highs. Paul Senior (I sometimes see these things as cyclical or faddish, so while value investors might be winners now... next week, next month, next year -- it could very well be a much different story.)

To: Dale Baker who wrote (29917)	4/25/2002 12:48:45 AM
From: Londo	Read Replies (2) \| Respond to of 118717

Today shows why the folks screaming, "You can't own anything long in this market!!!!!!!" are totally wrong. Maybe if they screamed "You can't own anything long in this market with a market capitalization of over 10 billion!!!!!", they'd be correct. Dare you to come up with a portfolio consisting of names with market caps over 10 billion only, and try to beat the "market". :) I certainly couldn't.