Message-ID: <30065189.1075851695005.JavaMail.evans@thyme> Date: Wed, 6 Dec 2000 07:01:00 -0800 (PST) From: v.weldon@enron.com To: mark.schlueter@enron.com Subject: Re: Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: V Charles Weldon X-To: Mark Schlueter X-cc: X-bcc: X-Folder: \Charles_Wheldon_Nov2001\Notes Folders\Sent X-Origin: WHELDON-C X-FileName: vweldon.nsf I saw it. After our conversation, I did add some Citi and Wachovia and have since lost but I still think it's a good move. Hopefully there will not be any more financial pre-announcements so the focus will quickly shift towards the future lower interest rate environment instead of the mediocre past. I am now completely out Intel and did trim some other. I'm pretty balanced now between financials, tech, drugs, energy, and consumer (WMT). ENE closing at $72+!!!!!