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Technology Stocks : IBM -- Ignore unavailable to you. Want to Upgrade?

To: Sabrejet who wrote (2124)	1/15/1998 5:09:00 PM
From: DAN KACKLEY	Read Replies (3) \| Respond to of 8219

Seczebra- We will try and get more facts! As I caught a blip of the show I didn't write down the facts and my memory doesn't always retain all the details. (cnbc is the same station as squawk box is on, must have changed segments) My recollection was a much stronger sellout of technology by this fund and the analyst specifically mentioned IBM in the interview The point of my conversation was not specific facts, but additional general data to support a general donward direction! I don't think explicit details are always necessary in the analysis of stocks. Just like riding a bike, I dont need to know wind velocity,dew point,road slope, speed, etc. to know that I am going down a very dangerous windy mountain slope! Lets make sure we see the forest for the trees! Dan (The BEAR)