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To: hsg who wrote (1786)	12/23/1998 2:39:00 PM
From: Sultan	Respond to of 3721

1999 is expected to be the year of small caps, per Red Herring Magazine article I read. The reasons given are 1) this year small caps have under performed the markets and usually it catches up the following year and 2) They, meaning small caps in general, are truly undervalued at this time so they are bound to catch up sooner or later since large caps and story driven stocks are now just too pricey. FWIW. By the way, it is not always the absolute earnings but potential of earnings + explosive growth rate that investors pay for. In that sense, it does matter when you are looking at the quality of earnings. That is one reason you have p/e ratio that are all over the map. However, huge discount to market multiples tend to catch up eventually.