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Technology Stocks : Comdisco, Inc. (NYSE: CDO)

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To: John William Anderson who wrote (345)12/31/1999 9:19:00 PM
From: Bosco   of 689
 
Hi John & all - HAPPY NEW YEAR! Regarding holdings disclosure, probably it will happen, since exposure is a good thing, but my guess is that it is closer to Softbank, CMGI and SFE way, especially when many of these companies are not public companies. Besides, personally I wonder I have the patience to learn the 600+ companies in the portfolio <VBG>! Having said that, I agree with you absolutely, if we can learn there are a few dozen of holdings with the potentials like those of Bowstreet and Agillion, I think people are be interested

best, Bosco
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