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To: donald sew who wrote (32226)	1/3/1998 3:13:00 PM
From: Barbara Barry	Respond to of 58727

Don, FWIW. I do not know if earnings will disappoint this quarter or not.But I would not be surprised at all if some companies issue some caution going forward.This would be their "hedge" because I don't think anyone knows the precise ramifications of SEA yet. Heck! I know of a company that already partially blamed SEA and their business has not even focused there! Companies can just sort of "throw" that excuse out there for a "just in case" scenario.IMHO since the market seems to be 80% perception and 20% reality, this type of caution could lead to the pullback.The business people that I have spoken with think this is more of a global economy than Wall Street is indicating by the valuations. But with all that rambling...It doesn't matter if we are on the right side of the trend! <G> Regards, Barbara

To: donald sew who wrote (32226)	1/4/1998 12:36:00 AM
From: flickerful	Respond to of 58727

<< whenever I include fundamentals, I mess up <gggggg>.>> hmm. it seems you may have excellent % results in that case; some of us can mess up using any combination of analyses...;) i understand, and appreciate your technical orientation. sorry if i muddied the waters a bit; i trust if i listen quietly, i will learn much from your disciplined approach. this past year provided for me no small education into the limits of "fundamental" analysis...but, i do fall into familiar habits. it is my intention to focus more on technicals; thanks for the tap on the shoulder. randy