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

To: John Hunt who wrote (14639)	3/5/1998 12:20:00 PM
From: Bonnie Bear	Respond to of 18056

Probably a smart move. I've been watching RWT, will buy a small position today. It goes up when interest rates go up since it makes money on variable-rate mortgage spread. It's moving up. Utilities are sharply down. The combination is real bearish for everything not just the tech sector.

To: John Hunt who wrote (14639)	3/5/1998 1:10:00 PM
From: Bonnie Bear	Read Replies (2) \| Respond to of 18056

I picked up 1000 shares on DEN at 2 1/4. It DROPPED to that price. Talk about absurd in either direction. Breakfast at Denny's is a venerable institution here in the Western US, whenever we go there the place is packed. here's a company now selling with a market cap of less than 30M and p/b of 1.4. Its revenues grew 39% to 228 million last year. If nothing else it's my old-age hedge so I'll always be able to afford coffee and breakfast at denny's -ggg--