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Technology Stocks : IFMX - Investment Discussion -- Ignore unavailable to you. Want to Upgrade?

To: Sophie's Choice who wrote (13140)	4/11/1999 3:03:00 PM
From: Rusty Johnson	Read Replies (1) \| Respond to of 14631

Diamonds in the rough Westphalia's Cardillo believes in small caps cbs.marketwatch.com Small-cap stocks have consistently not lived up to their expectations, why do you think that will change? Cardillo: I don't think that they have not lived up to their expectations, they're a lot of small cap stocks that are reporting good earnings, but they're just not in play. This market that we've had for the past several years has been very narrow as you know, and has basically been in the large cap stocks, and as a result of that, investors are just ignoring these small companies, and I think one of the reasons for that is because the mutual funds and the index funds have continuously concentrated on the big names, and forgotten some of the little ones. But someday that's going to change, and I think that's going to change very soon. Why? Cardillo: I think the large cap stocks are over-valued, and the valuation problem is going to get even greater for them. As the market corrects, people are not going to pull their money out of the stock market. I believe the long-term bull market will continue over the next two to three years. We're not going to see a derailment of this bull market. As the larger-cap stocks correct, I think investors will turn to the smaller-cap stocks.