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Strategies & Market Trends : Stock Attack -- A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: dougjn who wrote (14120)	8/6/1998 12:57:00 PM
From: FJV	Read Replies (1) \| Respond to of 42787

<<But not the PG's, cokes, Ge's etc, etc, that just don't have the growth and may have lots more exposure to asia than people had thought. That's why the naz is up 100 dow points and the dow is down 12. The spread will continue>> Ahhh... GE is up about 2 points as I write this. It's hardly for reason why the Dow is down 27 right now. GE is the proxy for the blue chips, which tells me one thing - either the Dow rallies big time this afternoon or GE will tank at some point today. As respects the NAZ, riddle me this Batman. The Composite is up nearly 20 points and DELL is down. This is one strange market. Franco

To: dougjn who wrote (14120)	8/6/1998 5:33:00 PM
From: Sonki	Read Replies (1) \| Respond to of 42787

doug, my thoughts. doug, it seems no one cares about valuations, i have gotten used to it by now. DD may be back on for a small bounce but i don't see them going any where. cpq/dell will do the best. when market is skittish they will run to value. cuz they got to be invested. big names will always come back but not make new strides unless (thus will remain in trading range to old high + slight up) little guys must come along. it's lonely at the top ! i have already enjoyed a little profit in semi's...just today only nvls up 7.7% and amat up 3.x% yesterday it was up 5%. so i think that's enuf for a short term. i have bot leaps in a huge sizes for some of the leaders to be and are pulled back and i expect to do well over then next 2 yrs. p.s. athm . did u see my msg on wcom thread a few days ago re: athm?