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To: voodooist who wrote (27)	5/18/2000 11:03:00 PM
From: Larry S.	Respond to of 85

OXHP- CSCO - General Market: Either this is awfully close to the bottom or all hell is gonna bust loose. OXHP poised for continue break-out - is paying off debt early, other good news on other HMOS, sector positive. OXHP breaking out of 20 base heading for ???? CSC)- biggest cap stock of them all, top holding of virtually all growth/tech portfolio. no one left to buy it. Stock has great numbers, but is crumbling, as did MSFT. Usually, a bear market can't turn until the giants have fallen, just have INTC and SUNW and maybe DELL left to go. If it ain't the bottom here, then we haven't seen nuttin yet. gonna get ugly. jmho. larry

To: voodooist who wrote (27)	5/24/2000 3:19:00 AM
From: Larry S.	Read Replies (1) \| Respond to of 85

Airlines: for a while it has seemed that Airlines were a very undervalued sector. Business has been good, but the rising fuel syndrom has 1. cut airlines profits, and 2. dampened investor enthusiasm. One of the oldest adages of investing is that airline stocks go down when fuel goes up. Been a pretty consistent one too. Now, with UAL's stunning CASH offer for U (USAIR), all this may change, and in a hurry. Here is a chart of the major airlines: quote.yahoo.com UAL, AMR and DAL are the Big Three of airlines, though LUV (southwest air) has the largest market cap. NWAC and ALK are screaming take-over candidates to me, following UAL's purchase. AMR and DAL will feel tremendous pressure to buy another airline. CAL still has a lot of problems, but also could become a takeover candidate. there are a number of much smaller airlines: biz.yahoo.com. if anyone sees any strong candidates there, would appreciate mention. Think NWAC and ALK will see sustained upward movement for the next few weeks, and could be a good source of tech $$. Other strong sectors included regional banking and insurance. larry