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To: Lizzie Tudor who wrote (49912)4/12/1999 4:51:00 PM
From: Bill Harmond  Read Replies (2) | Respond to of 164684
 
eFax and Echelon, those future pillars of capital! Also, Terayon is still under a billion (for the moment).



To: Lizzie Tudor who wrote (49912)4/12/1999 5:00:00 PM
From: Sonny Blue  Respond to of 164684
 
EFAX? Yes, or CUST (WH early pick that is doing quite well). Most of other Internet small stocks are becoming quite big now. Since Asian economies are coming back, you may want to look at some of chip equipment makers like CYMI, ASML. Be careful with small stocks. It takes sometimes for the market sentiment to switch from big to small stocks, but once it switches, you can make some good money with them.



To: Lizzie Tudor who wrote (49912)4/13/1999 4:21:00 AM
From: Tom Kearney  Read Replies (1) | Respond to of 164684
 
Isn't one of the problems w/ RUT is that it is the index of losers in a certain sense? If you're a big success, like a GNET, you quickly graduate from the small caps, and it looks like small caps are doing bad. In fact, they are soaring - right out of the index.

I don't know how this index is calculated, but I'm pretty sure it doesn't track stocks that get too big. It seems to me that this guarantees that the RUT stays behind, and thus, all the comments about lack of breadth in small caps is a bit bogus.

TK