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To: Frodo Baxter who wrote (1714)	5/31/1999 1:43:00 PM
From: Sam	Respond to of 3536

Actually, it's residual Aristotelianism, but what's a few isms between friends? I know, I've read the reports that SK and Thailand are recovering, but I question how long those alleged recoveries can last, especially with the Biggest Tiger--China--waiting and watching in the wings. They can basically wreck anyyone who depends heavily on exports if they choose, and if they don't screw up.

To: Frodo Baxter who wrote (1714)	6/3/1999 9:48:00 PM
From: Sam	Respond to of 3536

Here is a pretty interesting article, on the rebalancing of the Russell 2000 index, and what it all means for INut investing, um, buying: Message 9944507 (NOTE: there was no attribution in the post.) An excerpt: <<I think a lot of portfolio managers with capital in the Internet stocks have simply decided to commit intellectual suicide regarding the group's valuations. Repeatedly, their investment rationale centers around the fact that their investment benchmark contains a healthy Internet component. Those who have held to historical valuation methods have simply watched their competitors and benchmarks surge while their portfolios stalled. For many, it's a case of career survival and asset protection. Bottom line: many portfolio managers have made a portfolio decision rather than an investment decision regarding their Internet holdings. What makes such a capital capitulation into the Internet space dangerous is the fact that the benchmark driving the decision will be radically adjusted at the end of June. Through the annual re-balancing, the Russell 2000 will find its Internet weighting fall from 9.3% to 3.2% overnight on June 30. Given the universal application of the Russell 2000 as a performance benchmark for small-stock investors, such an adjustment entails significant consequences.>>