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

To: MonsieurGonzo who wrote (3456)	8/16/1998 1:33:00 AM
From: smolejv@gmx.net	Read Replies (2) \| Respond to of 11051

A lot of coiled snakes around these days, MG. DAI is sound investment, except if Flintstones decide to switch to a different mode of trasnportation. I'll send you my SAP records (in DM, tab-delimited). Your analysis of the situation (addressed to Juri) was sharp plus it confirmed my readings. Have to chew on "commodities up/consumers down" hint. BTW, EURO DJ index is 13% (I think) in Royal Dutch, so the rest of the gang can pull like hell but the beast wont move due to oil situation. One more point for you to factor in: Germany and Russia correlate more than we would think. Reasons: huge interdependence due to energy supplies (gas), banking commitments, plus (well, cant ignore it) politics. Decided (80%) to keep my DELL and CSCO commitments - due to my rule #1 "Let the profits run and cut the losses". Ask me about my feelings in a week. DJ