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To: MonsieurGonzo who wrote (7216)	11/8/1999 11:48:00 AM
From: MonsieurGonzo	Read Replies (1) of 11051

" glasperlenspiel " alternative constructs... GlobalTELs = DT + TMX + NTT : NOK + ERICY - enables investor to weight LatAm - increases leverage from 65:35 to 60:40 = TEL:TEL-EQUIP - otoh, TEL-EQUIP concentrated in cellular & scandinavia; - ALA (France) possible alternative to ERICY. Semiconductors = INTC + TXN + MOT : AMAT + NVLS - completes "big three" chipmaker triad - diversifies focus from CPUs to communications chips - increases leverage from 65:35 to 60:40 = SEMI:SEMI-EQUIP - otoh, better choices exist (to complement AMAT) than NVLS. Computers = IBM + MSFT + GTW : SUNW + AAPL - substitutes GTW for DELL as bellwether DOS box maker - otoh, difficult to dump DELL :-/ interesting substitute for... 50:50 = ( [SPY] + [QQQ] ) index trading vehicle... 50:50 = ( [ GE : GS ] + [ CSCO : AOL ] ) ...where 2 : 1 = GE : GS and CSCO : AOL -Steve

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