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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: yard_man who wrote (45234)2/1/1999 10:15:00 AM
From: RealMuLan  Read Replies (1) | Respond to of 132070
 
Here is some interesting (sick) statistics: >>>> based on my calculation from the data on Nov 30, the following stocks contributed around 59 SPX points.

MSFT, INTC, CSCO, LU, DELL, WCOM,
TXN, EMC, ATI, ORCL, SUNW, CPQ

after being only 11.8% of the SPX on November 30, 1998.<<<<<<

techstocks.com




To: yard_man who wrote (45234)2/1/1999 10:43:00 AM
From: HB  Read Replies (1) | Respond to of 132070
 
Here's another upgrade <G>
biz.yahoo.com

Some beeootifull analyst-speak:

"Lovoi said he cut the oil drilling companies to focus on the bigger international names in the group, to position
Morgan Stanley to take a more offensive position on the group in the second half of 1999 and to highlight the
better-performing companies, such as Schlumberger.

Am I incorrect in reading this as
"We are downgrading this stuff so we can buy it cheap
now and flog it to you later on this year?"

You thinking of a 2nd third also? I may take a more offensive
position at 5-6.

Cheers,

HB



To: yard_man who wrote (45234)2/1/1999 10:49:00 AM
From: HB  Read Replies (1) | Respond to of 132070
 
Anyone have an informed opinion on Rohm & Haas (ROH)? A good friend <g>
may soon have to choose between ROH and paying some hefty capital gains tax on MII at $37.12.
Good thing she didn't listen to me and sell Morton at
30. With a P/E in the low teens, ROH might even be considered cheap,
eh?

Cheers,

HB