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Pastimes : Home on the range where the buffalo roam

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To: Boplicity who wrote (805)	4/4/2000 5:10:00 PM
From: No Mo Mo	Read Replies (2) of 13572

<Well I'm still way down for the years >.... Am I reading that right? I remember several days where I was literally speechless by the gains of your picks. <JDSU and QCOM dominate my port so it's lives on those two>... If I understand your first statement to be true, is this second one the reason why? (i.e. QCOM being down from its peak) Note: I'm not trying to be nosy or compare myself Though, to be fair, I follow your observations closely. I'm just very curious about 1) What % of your portfolio is QCOM and JDSU? 2) When you take a position in XTND or PDLI or LHSP or ELON, etc.; what percentage of your portfolio value do you commit? Again...most of my investment contacts (ALL the experienced ones) come from SI. I respect the fact that it held in poor taste to quantify one's holdings here, but I am still trying to plumb the prudence/recklessness of my investment risk. TIA...and if you feel the above questions are inappropriate, please excuse me and no need to answer. -Darin

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