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Technology Stocks : INTEL TRADER

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To: MonsieurGonzo who wrote (7176)10/28/1999 7:32:00 AM
From: Berney  Read Replies (3) of 11051
 
MG, Thanks for the OEX 30 Numbers.

It is really amazing how almost 50% of every dollar goes into the top 10. Further, it looks to me as only 15% of every dollar goes into the bottom 70 companies.

When you look at the top 15, I believe the DIA will be the trading vehicle of choice, once the TA gets reset to reflect the changes. I think the changes were incredibly insightful. What better diversification could you get from one equity issue? Sure seems like your core will be well represented.

Sure glad I waited on HWP. The stock just seems to move to the extreme in both directions. Nonetheless, it sure has to be frustrating for the B&H types.

TB

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