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Non-Tech : Invest / LTD

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To: drsvelte who wrote (1625)	8/7/1998 7:44:00 AM
From: Thean	Read Replies (1) of 14427

Doc, thanks for thinking of us. Your consumer non-durables should do well today. UN warned of their Asia problem and they were down 7.5% in european trading. KMB and PPG should go down with this. I have CL put. CL is the lone star so far and the reason is Asia represents the smallest mix of their business. Nonetheless, when the down tide come CL be brought along for the ride as well. Not suggesting any to short CL but do pay attention because it is the leader currently and if the leader goes you know the rest of the story. Would not be surprised to see the techs rally for the second day while the DOW continues to dip.

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