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To: MythMan who wrote (48895)	8/3/2002 1:24:37 PM
From: AllansAlias	Read Replies (2) \| Respond to of 209892

The risk for the S&P is the 20% financials weighting on top of that 14% tech weighting.

To: MythMan who wrote (48895)	8/3/2002 2:52:49 PM
From: Joan Osland Graffius	Read Replies (1) \| Respond to of 209892

MM, IMO one can not look at the current market PE relative to history. In pre 1980's stock options did not exist to the extent they do today and salaries were expensed. Also off balance sheet debt was not used. These schemes are not only used by the tech companies. One other thing off the top of my head is the vendor financing was not part of the landscape. I have been digging through the rubble trying to find value and there is very little out there according to Graham "yet". Joan