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To: gmccon who wrote (32167)4/19/1999 3:52:00 PM
From: Jim McMannis  Respond to of 116763
 
RE:"Is it a massive sell-off or a wild rotation? Is Asia on the mend? Will they
need oil and machinery?"

Answers to those questions are already here. You know them.
Just look at the HangSeng, XOI. Massive shift from Internet stocks to cyclicals not yet completed. When over, ther will be a gold rush back into the internet stocks.

Jim



To: gmccon who wrote (32167)4/19/1999 3:54:00 PM
From: long-gone  Read Replies (2) | Respond to of 116763
 
<<Is Asia on the mend? Will they need oil and machinery>>
They build a bunch of great mills, lathes still come from US or europe. Land moving mix of everywhere on earth. big farming - here only. so the machinery, who know, a little of both. HSS & cobalt cutting tools there, cobalt here. real whole world mix.
<<Is it a massive sell-off or a wild rotation>> guess it depends on where you are sitting.
should we ask Don Green about RMBS Vs gold today?


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