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Strategies & Market Trends : Z PORTFOLIO
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To: DanZ who wrote (5351)9/28/2000 12:07:36 PM
From: Larry S.  Read Replies (3) of 11568
 
Dan, haven't gone thru the list, think that the sponsors should. If no response from sponsors in next few days, think we should ax the holdings. Also think that no one individual should tie up more than 20% of money - that way we would get diversity of ideas. If i were to add positions, I would add CMGI, CD, INTU, LU, MET, SVRN, CVG as some ideas. larry
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