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Strategies & Market Trends : Sector Day Trading

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To: TFF who wrote (55)	5/4/1998 4:30:00 PM
From: Willsgarden	of 86

I think it's time to start separating internet stocks into categories eg retail/products, isp's, search engines, and software. It seems that when retail has a good day it can pull the others along with it, but the converse isn't necessarily true. Constantly hearing talk about the big boys accumulating gold, silver and other commodities. I like gold mines as a pure play. Consolidation in energy sector looks intriguing, but don't know who the players are yet. Looking for box makers to continue, ecm's to kick in, semi's and semi equip by early summmer...all provided the JD doesn't interfere with mr. softee's release of win'98. It will be a damp blanket or worse. Conference tomorrow! watch your backsides, Bill

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