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Technology Stocks : INTEL TRADER -- Ignore unavailable to you. Want to Upgrade?

To: Trading Machine who wrote (6174)	6/17/1999 3:25:00 AM
From: MonsieurGonzo	Read Replies (1) \| Respond to of 11051

Paul:" Bellwethers YTD " IBM +30.9 % T + 7.5 % WMT + 9.0 % C +39.2 % MRK - 6.9 % ========================== total = +15.9 % SPY = + 9.4 % ========================== OTOH, the "textbook" model portfolio... 40% QQQ + 40% SPY + 20% bondz @ 8.5% = +12.5% YTD ...kinda puny for a trading machine like you, but WTH (^_^) FWIW, best/worst performers YTD in each sector (from my CORE)... AMAT +64.4 % techstox DELL = - 2.1 % NOK +39.5 % telecom T = + 7.5 % BBY +84.4 % retail HD = - 4.7 % EGRP +204.6 % financial STT = +15.2 % BGEN +40.4 % drugz PFE = -20.7 % ==================================================== ...interesting to note that AMAT = "SEMI-EQUIP" and NOK = "TEL-EQUIP" and so are capital investment-driven; BBY is really the off-shore warehouse for "Japan, Inc"; EGRP was turbocharged by internet frenzy; and BGEN (also IMNX) was not clobbered along with other pharmas. So what are you and Berney playing with nowadays ? -Steve