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

To: MonsieurGonzo who wrote (5314)	1/30/1999 2:08:00 AM
From: Berney	Read Replies (2) \| Respond to of 11051

MG, Everyone is tucked into bed and it's play time. Wow, what a whacky Friday! However, its hard to ignore that we had a break-out on both the S&P and the OEX. So, fellow dudes, what do you think. Was it a break-out or a fake-out? Personally, I "feel" that it is probably a fake-out. However, it's hard for me to ignore that we are entering into seasonal strength (i.e., the first week of the month is generally bullish). I can't be the only one looking a potential break-out this weekend. Well, I'm only about 5% cash now. However, a 67% concentration in one stock would probably violate the rules of diversification. <GG> We'll see Monday if it was an intelligent decision. As noted previously, I'm turning into an all or nothing kind of guy. However, if all goes according to plan, I will shortly be 72% cash. TB

To: MonsieurGonzo who wrote (5314)	1/31/1999 12:25:00 AM
From: MonsieurGonzo	Read Replies (1) \| Respond to of 11051

RE:" Dude's Watch List Updates " TechSpaetzle : techstocks.com removed WCOM - MCI WorldCom from TechSpaetzle and replaced it with SUNW - SUN Microsystems. WCOM is in the GlobalTels watch-list. The TECH sub-sector bellwethers within the TechSpaetzle watch-list are organized as follows: MSFT = SOFTWARE INTC = SEMIS AMAT = SEMI-EQUIP DELL = COMPUTERS SUNW = SERVERS EMC = STORAGE CSCO = NET-EQUIP LU = TEL-EQUIP NOKa = CEL-EQUIP AOL = INTERNET AMEX:XLK SpdrTECH - Technology Index GlobalTels : techstocks.com removed NOK.a ERICY and NT from the GlobalTels watch-list, as these are more "TEL-EQUIP" companies rather than BigBoy "carriers". added BLS BEL SBC - BabyBells to the watch-list. Though they are "regional" carriers, they are also larger than many other overseas "national" carriers, and are among the most widely-held U.S. stox. -Steve