The Justa & Lars Honors Bob Brinker Investment Club Message Board

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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Justa Werkenstiff who wrote (4628)	4/20/1999 10:25:00 PM
From: marc ultra	Read Replies (2) of 15132

Justa, sounds like Magellan helped get this market rotation ball rolling and once it started the flood gates opened. It will be interesting to see if the internets are really done correcting and will go their merry way again. If it was a normal group you'd say they have more to go but they ain't normal. I know of one money manager who added a "momentum" portion to his allocation basically as a way of adding internet stocks that he could never justify any other way. Guess I can't get too excited about the market long or short at this point and will still hold a lot of cash on the side though I burnt some buying MRK yesterday. They came through as I hoped with the FDA advisory Committee today. I wouldn't be surprised if Bob mentions Vioxx on the show this weekend as he seems to like to talk about major drugs by the big pharmas Marc

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