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Non-Tech : NIFTY NINE IN NINETY NINE PLUS ONE

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To: Arthur Radley who wrote (535)7/6/1999 1:01:00 AM
From: Scott H. Davis   of 613
 
Based on understanding at start of year, continue
EQNX 10 5/8
PERL 3 1/16
BNTI .30
VVID 3 1/8
TRIBY 1 21/32
AXPH 4 3/16
VICL 13 3/4

short S&P 500 futures the remaining 30%

(never did shorts/futures in my life, but am convinced Y2K may still have a major impact - can a kind soul price this 4 me?

If changes are possible, drop axph, vicl, vvid

add

nzym 5 3/4
tbac 16 1/4
axc 4 3/4

I would have liked to have added ptix & adic - big real winners for me, but they're both overbought currently at the end of big runnups, so the 6 month upside may be limited (I believe I plugged this earlier on the thread when much cheaper)

AXC has also been great YTD (an actual hold)

Biotechs have been my sore spot this year. Scott
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