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Technology Stocks : Altaba Inc. (formerly Yahoo) -- Ignore unavailable to you. Want to Upgrade?

To: Don Westermeyer who wrote (4643)	12/18/1997 1:40:00 AM
From: Bill Harmond	Read Replies (2) \| Respond to of 27307

>>William the Bear? Well, I'm almost completely in cash, so I'm very defensive. The IT stocks look like death. If that 9% growth scenario plays out, we could be looking at a 5700 Dow. Can you imagine? It gives me chills. That sort of decline could trigger fund withdrawls. I kept Idec Pharmaceuticals. I'm looking at other small medical technology stocks (that are hopefully not part of the S&P) like Novacare, Omnicare, Curative Technologies, Gilead Sciences...stuff that's immune (pardon the pun) from a slowing economy, yet would benefit from lower rates. I'm just watching them right now, though.