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Strategies & Market Trends : The New Millenium Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: wlheatmoon who wrote (232)	1/28/2000 12:05:00 PM
From: Jorj X Mckie	Read Replies (2) \| Respond to of 540

Three of the four main P&F indicators have gone bearish. If I were the buyer for the NMP, I would hesitate to enter any new positions and perhaps take out some protection on some positions at this point. Gary (OG) has suggested that the fab houses may be interesting to enter after a bottom is found. FLEX, SLR, JBL and SANM would be on this list. SLR is near a good support level.

To: wlheatmoon who wrote (232)	1/28/2000 4:13:00 PM
From: John Pitera	Read Replies (2) \| Respond to of 540

MIke, I will have to keep ORTL in my sights. I agree they as well as sdli may well be take over candidates. ORTL does not have a real big float. JDSU, SDLI, ORTL, GLW, MRVC,,,,all in the fiberoptics and held pretty well in this downturn. a really great group of stocks. -ng-