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To: John Hull who wrote (82790)	6/4/1999 6:24:00 PM
From: Tenchusatsu	Read Replies (3) \| Respond to of 186894

<Y2K Impact. As noted, we excluded 1995 from the analysis because of the aberrant impact of Windows95 that year. Y2K could have a similar impact this year thus leading to non-typical results. This is possible but, as we have discussed previously, we believe that the impact of Y2K on stocks should peak around now owing to the maximum uncertainty but that any impact should diminish over the course of the year as visibility increases. As an aside, we would note that Y2K seems to be the dominant concern with investors at this point, but we think it is a "time capsule" issue, i.e., one that goes away with time and thus reduces its impact on stock prices.> The Y2K effect on stocks has been my biggest worry of this year. Not that I fear Y2K's effects, but that many other people will. Andy Neff's blurb right here sounds very reasonable to me and tells me that I have nothing to fear by just holding and riding out the storm. Of course, I'm tempted to try and sell in anticipation of a drop, then buy back when the panic sets into the market, but I would guess that wouldn't be too wise at this time. Tenchusatsu