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To: stock bull who wrote (117617)4/14/1999 9:15:00 PM
From: kemble s. matter  Read Replies (2) | Respond to of 176387
 
stock bull,
Hi!!!

RE: Kemble, I hear that money my be rotating out of the techs and into the cyclic stocks. That's the reason for the sharp drop in the Nas today. What's your take on todays market action?

Market action....Not one to even consider why some attempt to float around...many love doing it...I don't have the knowledge nor the time to figure...Going long and listening to DELL is what I have learned...Why not just cheat off the smart guys? They have never let me down ....

Best, Kemble



To: stock bull who wrote (117617)4/14/1999 11:05:00 PM
From: BGR  Read Replies (1) | Respond to of 176387
 
Stock Bull,

This is what I do not understand about today's move:

Where's the inflation? If there's none, why are cyclicals suddenly attractive? The other explanation would have the US going to war. Nothing doing there either. The last explanation is that the cyclicals are either cheap or are trading off their 52 week highs. No such luck.

So ...?

-BGR.