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Politics : Ask Michael Burke

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To: Earlie who wrote (74070)	1/19/2000 9:17:00 PM
From: valueminded	Read Replies (2) of 132070

Earlie: Thanks for the analysis. I pretty much concur. However, it would appear given the after hours trading that the market really does not care. That being the case, puts against the market favorites (such as ibm, intel etc) are not odds on favorites for making money. The "asset allocation" seems to be more and more focused to the tech sector. (albeit some bets have been placed in biotech lately) I noticed Stansky from Fidelity Magellan isnt happy with his current underweighting in the tech sector (26% of assets) So I fully expect value funds to completely disappear as everyone focuses on growth at any cost. We are close now... but dont believe all the fish are in yet.

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