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Technology Stocks : CMDX - Chemdex, another CMGI gem

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To: jay silberman who wrote (171)12/25/1999 1:22:00 AM
From: Stuart C Hall  Read Replies (1) of 200
 
Hmmm...

I guess that does sound bad. Notice I said I'm holding for a year.

As I review my portfolio and realize the gains that have been made it's easy to get overly enthused.

I have a good portion of my portfolio in cash as I was expecting a Y2K dip. It didn't happen. This is a very small nibble on a stock that I feel has room to grow and has not run as hard as some others I watch.

I'm still expecting a Y2K hangover in the market and am keeping the rest of my money liquid for that event. (my core holdings of CMGI and INSP excluded) I got into CMDX because I felt that with the proper timeframe a purchase at 115 would be rewarded.

Good luck.

Stuart
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