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Non-Tech : Dorsey Wright & Associates. Point and Figure -- Ignore unavailable to you. Want to Upgrade?

To: Jerry Olson who wrote (4009)	1/1/2000 10:30:00 PM
From: Crossy	Read Replies (1) \| Respond to of 9427

O.J. thx for asking. In Austria it's snowing all over. Icecold. I hate that. Would prefer a Beach and dolce vita. Regarding my mail, well, pls. don't hype me now and curse me later. In the past I made a couple of mistakes. But right now it's quite good. Fiberoptic sector is stroming on. A real windfall and when you research themes (groups) instead of companies you have a multiplier effect. When one investment is done and you pull the money out then you have other stocks to invest. You only have to guess when the sector gets suddenly out of favour but that is another matter.. B2B I missed somehow with the exception of HHGP which incubated some B2B companies (SILK, SQST). The biotech thing I can concur especially in light of rising rates. That will be the time I'll research more in biotechs. See, biotechs generally have CASH in the bank not debt. The only capital intensive item to them are lab equpment. Researcher & Manpower cost is not so interest-rate elastic. I'll look into biotechs soon. My problem in that sector is I don'T have a background in biotechs, can only keep myself to patents, financial position, FDA clearance / stages and the like. Have to learn more in that sector. For now I'm trying to grasp VC/Incubator firms. Did a full scale DD on 45 VC and related companies. Wow I'm exhausted. Anyway will share my results soon and also try to point to some nice picks besides VCAT which I already bought and do like very much. best regards to you and your family, too Happy Year2K CROSSY