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

To: Berney who wrote (7177)	10/28/1999 9:01:00 AM
From: Trading Machine	Read Replies (1) \| Respond to of 11051

BOY does it smell GOOD getting da skunk outa da box!!! Thank you CSC. Looks like today will be a boomer. I guess every one in the pit liked the numbers this morning, so go buy some BS! C'mon Steve, buy some Bessie!!! Well now that the FAA gods know that I still know how to fly an airplane I think I will go fun flying this afternoon. CU later PK aka TM

To: Berney who wrote (7177)	10/28/1999 12:03:00 PM
From: MonsieurGonzo	Read Replies (2) \| Respond to of 11051

TB:" follow ze bouncing bool " fwiw, upper DTL on SPY is, what ~133.6 ? >I believe the DIA* will be the trading vehicle of choice...* yes, that's what I was investigating; what's not in the OEX-30 but is in the DJX-30: UTX ALD JPM MO EK MMM IP AA GM CAT BA is mostly the traditional, industrial "cyclicals" bellwethers; what's not in the DJX-30 but is in the OEX-30: CSCO LU AIG BMY BAC BEL F NT TXN WFC ORCL is most notably the "telecom-equip" CSCO LU NT TXN/MOT sub-sector stox. ...substituting the "telecom-equip" stox for some DJX-30 industrial cyclicals would probably create a stronger growth portfolio. Throwing in 2~3 brokers would probably amplify any upside gains in the financials. Likewise, adding some biopharmas like AMGN+BGEN would juice the big DRGs; and stirring in some capital-equip stox like AMAT, SLB+HAL would act like leverage, given growth in Semis or BigOil. >I think the changes were incredibly insightful... ...agree completely, Berney - but we could make a case for more radical, structural change; eg., completely revamp the DJ "utility" index towards a DJ "energy" index. The DJ "transport" index was railroads, is now more or less the air-trans XAL sector. Tempting to think of "transport" as "moving information" so, stick all the telco, telecom-equip stox into a wholly new DJ "transport" index. -Steve