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To: W.B. Michaels who wrote (119425)4/21/1999 4:21:00 AM
From: Mark Peterson CPA  Read Replies (1) | Respond to of 176387
 

RE:Mark-Have you sector rotated for one day into the 12% growers from the 40% growrers.Big boys have loaded the boat and will now run the growth again for the umteenth time.wbm

Well, lots of flapping about lately from "we know how to invest your money better than you do" crowd. It's clear to me that the investment houses dumped their cyclicals as rudderless and other timid investors bought into that sector rotation crap.

I've kept it simple and followed the recommendations from the stalwarts on this thread while adopting the Michael Jordan school of investing: "Nothing but Net."

Dell is the leader in this field and the sector guys don't even know it.

Best regards,

Mark A. Peterson