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Politics : Idea Of The Day

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To: Judy who wrote (16062)	1/2/1998 11:49:00 PM
From: Philip H. Lee	Read Replies (1) of 50167

Hi Judy, It's been a while since last we chatted. Today's rally in the disk drive stocks looks interesting from a short-term trading perspective. I'd like to hear your short-term impressions, if you have any. I'm also scanning the depressed cyclical landscape for 3-6 month option plays. Lately everyone's been making 1998 forecasts (I'm predicting Dow 10,000 this year), and I hope you join in the fun. Btw, I noticed that Sir John Templeton is increasing his investment in Korea. Those Templeton people love to jump in...Mark Mobius made Thailand his largest country weighting in Templeton Emerging Markets Fund a few weeks ago. Take care, Philip

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