Message-ID: <4979814.1075857103838.JavaMail.evans@thyme> Date: Mon, 11 Dec 2000 11:29:00 -0800 (PST) From: portfolio@mworld.com To: andrew.h.lewis@enron.com Subject: MacroWorld Portfolio Review: Andrew Lewis Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: X-To: Andrew.H.Lewis@enron.com X-cc: X-bcc: X-Folder: \Andrew_Lewis_Dec2000\Notes Folders\Discussion threads X-Origin: Lewis-A X-FileName: alewis.nsf MacroWorld Portfolio Review: 12/11/2000 Courtesy of Macro*World 07:29 pm est --------------------------------------------------------------------------- This Email portfolio is available on either a weekly or daily basis. To change your option or to stop receiving this portfolio, select the option marked "EMail" in the Options section of the website. --------------------------------------------------------------------------- Technology stocks rallied then retreated slightly in late trading as the Bush-Gore legal showdown neared an end. Wholesale Inventories for Oct are up 0.3%, sales are unchanged. Shire Pharmaceuticals of the UK is acquiring Canada''s BioChem Pharma in a $5.9 bil stock swap . IBM says it has started production of powerful new microchips for computer servers and communications gear . DaimlerChrysler is planning an overhaul of the group''s structure amid a crisis at its Chrysler unit . Lowe''s says it expects 4th-qtr profits to come in below analysts'' expectations due to soft sales . ANADIGICS says it expects lower earnings in its 4th qtr and FY 2001 . Markets overseas are higher. The London FTSE is up 1.30%, the Frankfurt DAX is up 1.36%, and the Paris CAC40 is up 2.33%. Tokyo''s Nikkei closed up 2.17%, Hong Kong''s Hang Seng closed up 1.44%, and Sydney''s All Ordinaries closed up 0.72%. Economic calendar: Tue: No reports scheduled; Wed: Retail Sales; Thu: Jobless Claims, Business Inventories; Fri: CPI, Industrial Production. Market Segments ---------------------------------------- DJ Industrials 10,725.8 12.9 S&P 500 1,380.2 10.3 NY Composite 657.5 2.2 ASE Composite 885.3 11.8 NASDAQ Compsite 3,015.1 97.7 Capital Sectors %Change ---------------------------------------- Large Cap 1.8% Mid Cap 2.2% Small Cap 1.7% Market Volumes (millions of shares) ---------------------------------------- NYSE: 1,202.6 NASDAQ: 2,412.5 ---------------------------------------------------------------------- Market Timing: M*W Action Index For Short-term traders/market timers Only! (Enter market when Index >67, Exit when Index <33) Latest Reading: 12/11/2000 5PM of 45.9, staying in the market (S&P=1380.2, +44.8%) Previous Signal: Entered market 12/29/1997 on index of 74.7 (S&P=953.4) --------------------------------------------------------------------------- If you would like to receive a news and price changes on stocks or funds, you can set up a personal portfolio in the portfolio section. ---------------------------------------------------------------------- Footnote to Tables: (1) To view the individual analyst ratings for any security, first access the security in the Research section of the MacroWorld site. Then click on the ratings icon in the RESEARCH sub-menu. 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