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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Brian Malloy who wrote (100873)	3/15/2000 6:04:00 AM
From: AurumRabosa	Respond to of 186894

Brian, I am indeed enjoying those bond yields. I've traded the long Treasury a couple of times since that old post since they've been quite volatile. Most of the income portion of my portfolio is invested in Closed End High Yield Bond Funds many of which now yield around 13%, pay dividends monthly, and trade at significant discounts to their NAVs as listed in Barron's. Looking for one last rally in the long bond before going long Zeroes and futures. finance.yahoo.com The lion share of my portfolio has been in biotechs and it's scary how fast they've been going up. The genomics are in dreamland so I've avoided them as expectations for their future sales are completely irrational. There are a few developmental biotechs that will have new products on the market in the next couple of years in markets they'll have all to themselves. Biotechs have been enjoying the kind of gains you're probably used to with broadband and semis. After this little correction bottoms out you might want to take a look. What's your take on INTC's high for this year? I'm thinking of selling the last of my INTC stock Apr/May or so. With the Nasdaq about 4 standard deviations above its 200-day moving average we could be in for a truly nasty correction in the not too distant future. My guess is it could start as soon as May. Look forward to hearing your thoughts on Mr Market, regards. Ron