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Technology Stocks : BroadVision (BVSN)
BVSN 4.410-0.5%May 18 5:00 PM EST

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To: Wizard who wrote (2538)1/4/2000 11:00:00 AM
From: David R. Doerr  Read Replies (1) of 3773
 
Video games?! You don't want any part of me when it comes to playing golf on any of the game consoles.

Regarding cash, I will be earning money market rates until we see a change in the direction of the long bond or we have a nice 30-50% haircut in the techs. Call me crazy, but I went short the hog CMRC at 203 yesterday.

Not selling MSFT, LVLT, SUNW, or SEBL any time soon. I am debating whether to sell my PRSF right here.

I can't believe this thread has attracted John Doerr to the party.
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