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

To: Thean who wrote (10329)	10/19/1999 8:57:00 PM
From: Thean	Read Replies (1) \| Respond to of 14427

Watch those drug stocks. PFE is testing an important resistence at $40. If it breaks free, this group will be back in vogue. This is the #1 group to invest in when interest rate goes UP. The stat shows this is true 80+% of the time! Buy calls. Their premium is dirt cheap. They have been out of favor for half a year to correct their lofty valuation attained early this year. The bottoms are likely in. My other fav's are LLY, WLA (also about to break out), MRK.

To: Thean who wrote (10329)	10/19/1999 9:53:00 PM
From: SJS	Respond to of 14427

Thean, RFMD did OK, GALT did mediocre, and TXCC did well. TQNT did fantastic today. You may be correct about these, except TXCC has already moved way down, almost to it's 200 day, intraday. I think it will move up with the earnings, but not all tomorrow. I didn't hear the CC, but will have to check out the guidance. I was concerned about the shorting today in VTSS. Probably to chase out the weak hands before the split on Thursday. I think MSFT will bouy the techs. What a relief with both INTC and DELL in the doghouse. We need some new leaders to come to the forefront. EMC report in the morning. I hope they do well. I look forward to it a good tech day, but you just never know. You're right about TD's picks. He mentioned them to me privately. CLFY, as you know, is history (*bought by Nortel). SEBL did well on their earnings. MERQ was down today. TER's earnings were great, too! You didn't mention that one. Should move up tomorrow.