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Pastimes : Ask Mohan about the Market -- Ignore unavailable to you. Want to Upgrade?

To: Bilow who wrote (11680)	12/16/1997 11:38:00 PM
From: Brad Bolen	Read Replies (2) \| Respond to of 18056

Carl, I still have my Netscrape Putskies, of course. I am about 30% cash, and everything else is long: ABX, which I caught at the bottom (so far) and HM which I bought too soon. Also a retailer CLE and a little gem I expect good things from mid 98, ALDA. A restaurant, EAT and a couple a small positions in ALTS and CCAM (thank god they are small positions). Really no large caps now that I think about it, but they are hangin in there. IRA's are all cash right now. When you say the 'big guys are selling large blocks', are you refering specifically to NSCP? They chart on this thing looks really bleak. ACC/DIS is dropping off the chart. But it (we) are very vunerable to news on this one. What do ya think? B.