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To: Terry Whitman who wrote (41299)	5/16/1999 11:45:00 PM
From: sammaster	Read Replies (1) \| Respond to of 86076

i was thinking of putting anf and ann since they have expensive clothes and would get hit hardest also hd has pe of 50 which would be unsustainable in a recession because of they product they sell on is used in a boom i agree though that most retail stuff would be needed even in a recession but i want to diversify out of techs... seems that with sector rotation u can make money all the time..oil and commodity companies(aa ip) may go up as techs go down so ill take my profits in techs and put the commodity companies...if we are headed for a recession everything will get spanked thoughts samir