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Technology Stocks : Full Disclosure Trading -- Ignore unavailable to you. Want to Upgrade?

To: Sam Citron who wrote (8953)	5/11/2004 2:52:37 PM
From: Sam Citron	Read Replies (1) \| Respond to of 13403

OT RE: Effect of $40 oil on inflation Abby Joseph Cohen told CNBC that GS believes wages have a closer link to inflation than oil prices and that wage rates have been moderate thus far. What most concerns her group is rising health care costs (presumably the fastest growing component of wage rates). I'm curious how this thread is currently positioned in energy and health care sector. My energy play is CHK and health care play is DGX. Though I really like these companies, I'm still way underweight in these sectors and probably still over-weight in tech and cash for the time being.