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To: Hector who wrote (97579)	2/12/1999 2:37:00 AM
From: abraves	Read Replies (1) \| Respond to of 176387

Fair enough.... But I have always invested in stocks like these because of your last example. If you do the math on your example, people that owned these stocks still come out ahead. If I made 250% profit from holding DELL last year, and I were to take a 90% hit trying to get out if something bad happened, I would still be out with a 140% profit for one year. I think last October was a good example about the value stocks. I think (not sure) that it was the worst year for MM's beating the S&P. Wasn't there only about 17% of all the funds that beat the S&P last year. Look at the type funds that beat the S&P.. the best performing fund was an internet fund started by some guys in a garage. Most of the funds that beat the S&P had the big overvalued techs in them, Janus20, etc.... It looked to me like last October killed the value investors not the overvalued investors. I have always been told by MM's that the overvalued stocks would be the first to get killed in a correction. Last October they were the last to fall and the first to come back. Look at this month, the MM's have been complaining about breadth for the whole month of January. And just this past week the techs finally go down. But you can tell after todays action (I am not saying the correction is over yet) they will be the first to come back.