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Gold/Mining/Energy : Strictly: Drilling and oil-field services -- Ignore unavailable to you. Want to Upgrade?

To: SliderOnTheBlack who wrote (60407)	2/16/2000 1:47:00 PM
From: Gary Burton	Read Replies (1) \| Respond to of 95453

Waiting on WM at 21 --re MDR---do ya think DLJ knows something? --JimL--HRC chart looking like net accumulation-I bought back the half I sold when WDR upgraded to SB right near the bottom

To: SliderOnTheBlack who wrote (60407)	2/16/2000 3:08:00 PM
From: Brian P.	Respond to of 95453

Sector rotation may be coming or maybe oil's will prosper on their own. Here's the street sentiment that rotation out of techstocks will have to overcome: Why do you buy value (stocks) -- because they're cheap? It's just a whole argument: "Value is cheap; therefore, I want to own it." Well, I've got news for you. It's going to stay cheap for a long, long time, OK? Because where's the money going? If you're putting money into the stock market -- 401Ks or whatever -- and you're picking your fund, what are you checking? The value fund, or are you checking the technology fund? You're checking the technology fund. Money flows are going into technology. They will continue to go into technology. We are in the second inning of a nine-inning ballgame in technology.... cbs.marketwatch.com