Found this on Yahoo business site, article entitled Market Survival Guide. Baker's response to the crash has been to dump what she sees as her riskier holdings--companies that won't be profitable till 2001 or later. She's focusing instead on firms that are profitable or nearly profitable, that are leaders in their fields and that have fallen sharply. Her recent buys include Broadvision and RealNetworks. Still, these aren't exactly bargains. Broadvision trades at 439 times earnings vs. 25 times for the S&P 500. RealNetworks has a P/E of 265. As for Vilar's recent buys, Inktomi trades at 130 times sales and Ariba at 154 times sales (neither has earnings). By comparison, Chase Manhattan--which we recommend--trades at 1.8 times sales. Even GE, which looks pricey to us, sells at a mere 4.4 times sales.