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To: Rob S. who wrote (18741)	9/28/1998 12:31:00 PM
From: Bill Harmond	Read Replies (2) \| Respond to of 164687

I think the frenzy has a long ways to go, but I think we deserve a rest. Seems like some selling on the rate cut makes sense.

To: Rob S. who wrote (18741)	9/28/1998 12:39:00 PM
From: M. Frank Greiffenstein	Read Replies (2) \| Respond to of 164687

TA vs Psych... RobS, I am going at this from a psych viewpoint. I know that this part of the calendar year is filled with optimism as knucklehead fund managers load up on big names. They can't load up on KO and GE and PG anymore, so they ahve to load up on name recognition Hot Stocks. Think about it: Avoiding high quality names like KO and GE because of earnings downgrades, but loading up on stocks with no earnings at all. There is a strong desire to imrpess constituents. Wednesday is the end of the quarter. The fund managers will avoid AMZN and YHOO, Easy Al will have done his part to help out old buddies running Hedge funds, and Brazil will collapse after Oct 4 elections. If I am wrong about this, I will not concede defeat. I'll just say I was early <g>. DocStone