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To: MonsieurGonzo who wrote (6324)	7/19/1999 1:25:00 AM
From: Berney	Read Replies (1) \| Respond to of 11051

MG, The Dirty Dozen Big Boyz PERCENTAGE GAIN FROM FROM FROM 12/31 4/30 6/25 SYMBOL MSFT 43.4% 22.3% 17.1% GE 16.5 12.9 13.8 IBM 47.8 30.3 10.7 INTC 13.2 9.7 21.3 WMT 17.9 4.3 10.5 CSCO 42.2 15.7 7.6 LU 42.7 30.7 23.2 XON 8.5 -4.5 4.1 T 9.9 9.9 1.6 MRK -3.6 1.1 3.3 WCOM 25.6 9.7 -2.2 C -1.4 -1.8 11.8 AVERAGE 21.9 11.7 10.2 S&P 15.4 6.3 7.9 EXCESS 1.4 1.9 1.3 As noted, the S&P gained 7.9% since 6/25, or annualized gain of 137%. It appears to this novice that the Dirty Dozen is declining in its speed of ascent. Is that important, I'm not sure yet. TB

To: MonsieurGonzo who wrote (6324)	7/19/1999 1:43:00 AM
From: Berney	Respond to of 11051

MG, The Big Boyz Categories PERCENTAGE GAIN # FROM FROM CATEGORY COS 12/31 6/25 CONSUMER DURABLE 4 20.2% 4.5% CONSUMER STAPLE 5 -7.6 5.5 ENERGY 3 13.9 5.4 FINANCIAL 10 13.6 7.8 HEALTH 9 -2.3 8.7 INDUSTRIAL CYCLICALS 10 26.6 3.2 RETAIL 4 13.1 9.0 SERVICES 2 8.1 5.2 TECHNOLOGY 11 33.4 17.2 TELECOMMUNICATIONS 7 14.3 8.1 BIG BOYZ AVERAGE 65 21.9 10.2 S&P 500 15.4 7.9 Interesting, all 5 consumer staples are negative year-to-date. Do we see a rotation into consumer staples and health? The pennants on PG and MRK will probably provide the keys to the puzzle. TB