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To: Lucretius who wrote (2747)9/10/1998 12:09:00 PM
From: wlheatmoon  Read Replies (1) | Respond to of 14427
 
LT--

I agree about the low returns on the banks/financials. DELL and MSFT are scary plays on the down side on a longer term basis. They're so driven by an optimistic momentum and this undying belief that it will go up forever that I don't know if there is anything short of a 25-30% drop in the market that will actually cripple these two.

mike