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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (16265)	4/14/1998 3:04:00 AM
From: Berney	Read Replies (1) \| Respond to of 94695

Bob "Look out below everyone". I was trying to say with very few words that if a "normal" sector rotation does not occur into tech this market is vulture food. Look at the top market cap companies at this point, do you invest in GE, MSFT, KO, XON or MRK. As much as I may love them, I think not! There are three predominant themes in the last ten years and I think they will be with us for the next ten years - Health Care, Financials, and Tech. The problem is that you get dizzy from these heights. Do you invest in Health Care or Financials -- I think not. Therefore, if there is not a normal sector rotation into tech, I repeat, that it is MHO that this Market is vulture food! Either IBM and INTC are going up or the market is going down. It really is that simple! But, as Bill has taught me -- BWDIK. Berney