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Strategies & Market Trends : Waiting for the big Kahuna

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To: James F. Hopkins who wrote (22287)7/25/1998 2:26:00 PM
From: Bonnie Bear  Read Replies (1) of 94695
 
Jim: I just looked at T and IBM- they can double from here to match the price-to-sales of GE. If yardeni's year 2000 recession predictions are correct then everything except IBM will crumble away, leaving IBM like the core of an extinct volcano - it will suck money from all the other big-caps to fix the problems it created at someone else's expense. -ggg-
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