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To: Judy who wrote (15099)11/25/1997 1:16:00 AM
From: Philip H. Lee  Respond to of 50167
 
Utilities.

Do you know anyone that follow utility stocks? It appears that a wave of consolidation and growth is beginning to sweep the power industry. High yields and strong cash flow characterize many of the stocks. Although I haven't invested in them before, I'm considering moving a significant portion of my portfolio to utilities.

Due to my somewhat bearish stance, I've had a net zero market exposure with longs and shorts. As a result, my portfolio didn't participate in powerful rally last week, but it held up nicely today. For the moment, I'm in capital-preservation mode.

Philip



To: Judy who wrote (15099)11/25/1997 7:53:00 AM
From: MonsieurGonzo  Respond to of 50167
 
Judy; RE:" Shorts - GUC DOW TAN " <eom>



To: Judy who wrote (15099)11/25/1997 11:15:00 AM
From: Jerry Olson  Read Replies (1) | Respond to of 50167
 
Hi JUDY

IOM looks strong today, i'm still holding calls for the split, any news????

KLAC is going down to a nice number again, whats the bottom??? BIG reco from MS as a strong buy...