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Non-Tech : Invest / LTD -- Ignore unavailable to you. Want to Upgrade?

To: Broken_Clock who wrote (8860)	6/9/1999 8:28:00 PM
From: SJS	Read Replies (2) \| Respond to of 14427

PK, MAJOR divergence today because this thing is getting wound tighter than those model airplane engines with their big rubber bands we used to play with as kids (maybe some of us still do......!!) I posted a nice summary from briefing.com which succinctly summarized the inflection points (CPI/PPI) and the bond, and the FOMC meeting. Could it be that simple? I think so, but rarely does the market let you think you have it figured out. Either way, we will move briskly up with relief, or move sideways down/choppy as we digest this data and Fed move. I'll bet on sectors and stock picking now more than ever. Semi and Telecom and other "special situation" picks are my first choices. I haven't been shy about telling folks that. Mike's portfolio numbers, while staggering, are a representation of how explosive these 2 segments are, and will continue to be. Go with what you know, and what your many friends (right Mike!!) know!! <VBG> Best, Steve