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Non-Tech : Bill Wexler's Dog Pound
REFR 1.610+3.6%Dec 9 3:59 PM EST
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To: Bill Wexler who wrote (6239)1/21/2000 6:17:00 PM
From: FruJu  Read Replies (1) of 10293
 
Couldn't agree more Bill.

As of Monday (being called out via covered calls), I'll have turned 85% of my tech stock portfolio into cash in the past week.

Speaking of possible consumer plays, have you looked at ROST? Perhaps it's suffering from being out of favour with the current "flush" pockets of people who shop at Nordstroms and Neiman Marcus :-), but it still has growing revenues, growing earnings, and a P/E of under 8.
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