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To: Dale J. who wrote (42794)	12/18/1997 6:38:00 PM
From: John Carragher	Read Replies (1) \| Respond to of 186894

John/Dale One of the Barrons interview had a bull stating up 10% from last week in Dec and through Jan. then a decline. What do all the money managers do with the 401k ira money coming into the mrkt? Go to bonds, hold cash, buy reits or BUY INTC etc. John

To: Dale J. who wrote (42794)	12/18/1997 7:13:00 PM
From: Road Walker	Read Replies (2) \| Respond to of 186894

Dale, The biggest concern right now is 1998 earning growth. In this environment, what stocks would you rather own: KO, 3 year annualized earnings growth 17.1%, PE 39 GE, 3 year annualized earnings growth 19%, PE 30.6 CSCO, 3 year annualized earnings growth 48.1%, PE 30.8 INTC, 3 year annualized earnings growth 31%, PE 17 After the tech panic subsides, the money managers will realize that if they have to be in stocks in a dangerous earnings situation, the best place to be is the sector that has been leading both GDP and earnings growth over the last 3-5 years. John