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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wexler who wrote (5675)	12/22/1999 10:01:00 PM
From: Druss	Read Replies (1) \| Respond to of 10293

Bill--I have been looking over the banks. I like WM so far. I don't think you mentioned it but I think there is considerable caution among investors because of Y2K fears and that banks may have a lot of trouble with it. I think we may see more money go into them when the impact of Y2K turns out to be nonexistant or minimal in the banking industry. January could be very good for them. All the Best Druss

To: Bill Wexler who wrote (5675)	12/25/1999 6:43:00 PM
From: Bill Wexler	Read Replies (1) \| Respond to of 10293

TABLE POUNDING STRONG BUY ON DISNEY. Even though value investing is now considered a sucker's game, there is much more to Disney than the fact that it's a great value stock at these levels. Disney remains a premiere brand name that can't be challenged, and stands to benefit enormously from the huge growth in communications technology. Always remember that the bigger the pipe gets, the higher the demand for content. High quality content will always command a premium price. The huge amounts of capital that are being thrown at internet companies, portals, content aggregators, etc. get redirected to companies like Disney with a fire hose.