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Technology Stocks : Concurrent Computer (CCUR)
CCUR 2,5000.0%Nov 7 9:30 AM EST

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To: jeffbas who wrote (11895)12/13/1999 10:41:00 AM
From: Christiaan McDonald   of 21142
 
Right you are Jeff. Initially we plan to hold 5 stocks and then
hopefully move up to about 10, no more. If you hold too many, then
you can't keep up with them like you should. We now have 4 stocks
and we probably will not buy any more for awhile, unless something
just jumps out at us. As long as CCUR is more than 40% of our
portfolio, we are going to maintain a significant cash position,
which is now about 27%.

Ken

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