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To: Michael Grosz who wrote (10315)	3/1/1998 3:17:00 PM
From: shane forbes	Respond to of 25814

Michael: I tend not to be a big friend of the big stocks (like they miss my investment $s!). But I sometimes think I should balance my portfolio more esp. these days when the big stocks are zooming ahead! And though I agree with you absolutely that there is a herd mentality with the bigger stocks, I see someone like CSCO or MSFT or LU as being the biggest stocks and growing revenue much much faster than some of the mid-sized companies. And taking away market share! With techs it seems to be that big does not nec. mean not nimble! I would agree absolutely that with companies like G, KO, P&G etc the herd instinct is alive and well and unjustified. Those index funds are also playing a huge part in overvaluing these kinds of stocks. (Ha! Yes I've forgotten about those 3 d's!) (Actually I was referring to low $ stocks - say a stock at $8/share vs. a stock at $88/share. Still your point brings up a different and interesting take on this Nifty Fifty mania.)

To: Michael Grosz who wrote (10315)	3/1/1998 11:33:00 PM
From: Duane L. Olson	Respond to of 25814

Michael, If the Aggies had been doing the project, we wouldn't have had to wait so long. <g>.. Rather than comment in full on your observations, I would simply note that I have seen the effects you cite, and I think they have reached nearly (but not quite) the end of the line for serious gains... now we start gettting back to Small Caps and Energy again, IMHO, and when the Boomers see a move starting....well, it doesn't take much $$$ to move these sectors, and the Boomers do have a few $$. A Nephew of mine tosses out anything in his funds that has a relatively poor previous quarter (no 3 - 5 year investment horizon for him!) ..and buys whatever has had a relatively good quarter.. How do you feel about the small caps?...and did you have a chance to play in the 60's, when small caps were fun? Just musing...TSO (Aggies are Good!...keep repeating...Aggies are good!)