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To: John Harton who wrote (6421)	7/30/1999 12:15:00 AM
From: John Harton	Read Replies (1) \| Respond to of 11051

Edit: Max pain ~95 not 85 MSFT puts only(P&C ~94)<eom>

To: John Harton who wrote (6421)	7/30/1999 1:31:00 AM
From: Berney	Read Replies (1) \| Respond to of 11051

JH, Beware of arguments that sound good, and Good, sound arguments. The industrial cyclicals are the second best performing sector in the Big Boyz this year. It is my experience that it represents a sell signal, not a buy signal on the sector. I do not believe the current vs. forward earnings justify the enthusiasm, but I'll try to post some numbers this weekend. It did feel funny to go long today. I had a difficult time deciding between F and GT. I was tempted to split the Phleet, but it makes unwinding the position just that much more difficult. TB