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To: Don Dorsey who wrote (30040)	2/27/1998 9:27:00 PM
From: Don Dorsey	Respond to of 50808

Correction In the previous post, the announcement I referred to in September, obviously was in October.

To: Don Dorsey who wrote (30040)	2/28/1998 12:28:00 AM
From: Scotsman	Respond to of 50808

One more point. In the current environment, for the most part only the large caps are doing anything, primarily DELL and MSFT on the NAS. I remember last year on CNBC when Niel Kabuta was discussing the recent strenth of the NASDAQ compared to the DOW with some famous money manager, I can't remember who. The manager said,"well, we can take care of that by taking DELL, INTC, and MSFT out of the NASDAQ." In truth, I think he is pretty much right. Bottom line, I think we are in the same cycle again. Small tech stocks are basically going nowhere while the large caps are soaring. A lot of this has to do with earnings of course, but a significant part is the function of those index funds. They have to invest in these companies, and since people want security and return, they invest in the funds that put their money in big,liquid companies. This drives the fund price up, more people pile in their money, and it drives up the price even more. So the large caps have a double whammy going compared to the small caps. That being said, I agree that CUBE has excellent long term potential and, if it holds a dominant position, should do outstanding over the next few years.