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To: Lizzie Tudor who wrote (10518)	3/13/2003 5:38:45 PM
From: stockman_scott	Respond to of 13815

Market soars on likely war delay money.cnn.com

To: Lizzie Tudor who wrote (10518)	3/13/2003 10:38:54 PM
From: Sig	Respond to of 13815

I am trying to live without too much concern over the general market direction Believe that wmt, hd, and many retailers have been beat down too far, but I dont buy those I buy the little known ones who are still gaining ground. My favorite is still Tsco but there ar lots others perhaps ann, or mik, or gps The gaming indusrtry is growing fast and modern machines installed as soon as available. AGI has had a flat or down spell and IMO is buyable now, on IGT it has never split so I would risk some there It was very important to get away from techs- so many false and misleading starts on things like Qcom and Rmbs. Considering the war talk, it would seem rtn, lmt, ba, and noc should do much better than they have. But generally defense-related stocks have a spare return on average I may make a move on RTN or NOC here, since the Patriot defense system is getting much work. Look at TMA for a good return on dividends Good luck Sig