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To: Sun Tzu who wrote (620)3/26/1999 5:39:00 PM
From: David Rosenthal  Read Replies (1) | Respond to of 10603
 
Sun Tzu,

I doubt if anyone made money today, unless they day traded.

Oddly enough: I had a great day. I am mostly long oil service stocks and even my two remaining techs were up. One of them, Cohu, up strongly. This was just one of those strange days.

What is interesting to me is that I am seeing activity in small/midcap stocks that I watch. It would be reassuring to see continued rotation this way. However, I think all we need is a trigger to start a massive sell-off.

Dave




To: Sun Tzu who wrote (620)3/26/1999 7:27:00 PM
From: Gottfried  Respond to of 10603
 
ST, as you do, I think the risk with OS is still small. Funny we now
get noises that higher crude prices are inflationary. A year ago
or so crude was higher and nobody mentioned it as a concern.

Gottfried