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To: pater tenebrarum who wrote (77328)3/8/2001 4:05:49 PM
From: Haim R. Branisteanu  Read Replies (1) | Respond to of 436258
 
Heinz, they are selling the NAZ but buying retail, transports and cyclicals etc.. After this rotation is finished they will buy tech stocks. Yes DOT.COM is out but hardware and telecom will come back in several months.

BA, DD, IP, CUM, CSX, MMM, CAT,S, LIZ, MAY, FD, JCP, DDS and the list goes on are all up over 50% and in some instances 100% since summer.

BWDIK
Haim