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To: Ms. X who wrote (189)1/29/1998 12:03:00 PM
From: Mr. BSL  Respond to of 34811
 
<micro sectors> PNF & Tom,
Thank you for your explanation on the insignificance of narrow industry sectors. Too bad that there is not a middle of the road where the market is broken up into, say, 100 sectors. "Computers" is such a broad sector! I jumped on the disk drives last summer when they went bull alert and jumped off when they went Bull correct. Ditto for Computer mini-micro last April. Guess that is how narrow sectors got my attention.

I'll continue my search for "pure plays" in "pure broad sectors"

thanks again

duke60



To: Ms. X who wrote (189)1/29/1998 12:21:00 PM
From: XOsDaWAY2GO  Read Replies (1) | Respond to of 34811
 
Are the drillers, in general, a buy now? Or is it only those mentioned -- GLM, CDG?

Barbara