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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (17821)	6/13/2001 4:51:50 PM
From: Nancy	Respond to of 30051

to finish the biz ? txn warned they dont seem to care too much. ssti warned but said pc / digital consumer gadgets inventories reduced. brcd's presentation at 15:20 didn't help it at all. and muse continues to lose ground.

To: Zeev Hed who wrote (17821)	6/13/2001 4:55:47 PM
From: Logain Ablar	Respond to of 30051

Zeev: Hays does get long winded but a couple of points one (especially George) need to keep in mind. 1) Only 14% of his 77% equity exposure is in tech with 0% in the telecom space. 2) You and he are in agreement on gold. Now I may not be in agreement with either of you here but George sorta has gold fever and may be a little too bullish. Best of luck. Tim