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Non-Tech : Berger Tech Fund, GY SWC ITW Lord Abbett Large Cap GF

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To: Mark Johnson who wrote (7)10/29/2000 8:50:01 AM
From: Don Pueblo  Read Replies (2) of 22
 
Mork,

It's you're, not your.

200 stocks that rose a cumulative averaged total of 50% for the year?

Ruh...ruh...ruh...right.

I'd be willing to guess that you set the return numbers up like that because the stocks you yourself actually bought failed to perform as well as the index you were trying to beat. Like the people that are reading your rag can't figure that out.

Mork, I have an idea for you. You'll save a lot of time and effort if you stick to less stocks. Most people don't have 200 stocks in their portfolios. In fact, I'd venture a guess that you yourself don't, and never have.

Why not trim it down to 100 and keep the same return?

Here's a potential list for ya:

3Com Corporation COMS
Adaptec, Inc. ADPT
ADC Telecommunications, Inc. ADCT
Adelphia Communications Corporation ADLAC
Adobe Systems Incorporated ADBE
Altera Corporation ALTR
Amazon.com, Inc. AMZN
American Power Conversion Corporation APCC
Amgen Inc. AMGN
Apollo Group, Inc. APOL
Apple Computer, Inc. AAPL
Applied Materials, Inc. AMAT
Applied Micro Circuits Corporation AMCC
Ariba, Inc. ARBA
At Home Corporation ATHM
Atmel Corporation ATML
Bed Bath & Beyond Inc. BBBY
Biogen, Inc. BGEN
Biomet, Inc. BMET
BMC Software, Inc. BMCS
BroadVision, Inc. BVSN
Chiron Corporation CHIR
CIENA Corporation CIEN
Cintas Corporation CTAS
Cisco Systems, Inc. CSCO
Citrix Systems, Inc. CTXS
CMGI, Inc. CMGI
CNET Networks, Inc. CNET
Comcast Corporation CMCSK
Compuware Corporation CPWR
Comverse Technology, Inc. CMVT
Concord EFS, Inc. CEFT
Conexant Systems, Inc. CNXT
Costco Wholesale Corporation COST
Dell Computer Corporation DELL
Dollar Tree Stores, Inc. DLTR
eBay Inc. EBAY
EchoStar Communications Corporation DISH
Electronic Arts Inc. ERTS
Fiserv, Inc. FISV
Gemstar-TV Guide International Inc GMST
Genzyme General GENZ
Global Crossing Ltd GBLX
Herman Miller, Inc. MLHR
i2 Technologies, Inc. ITWO
Immunex Corporation IMNX
Intel Corporation INTC
Intuit Inc. INTU
JDS Uniphase Corporation JDSU
Juniper Networks, Inc. JNPR
KLA-Tencor Corporation KLAC
Legato Systems, Inc. LGTO
Level 3 Communications, Inc. LVLT
Linear Technology Corporation LLTC
LM Ericsson Telephone Company ERICY
Lycos, Inc. LCOS
Maxim Integrated Products, Inc. MXIM
McLeodUSA Incorporated MCLD
MedImmune, Inc. MEDI
Metromedia Fiber Network, Inc. MFNX
Microchip Technology Incorporated MCHP
Microsoft Corporation MSFT
Molex Incorporated MOLX
Network Appliance, Inc. NTAP
Network Associates, Inc. NETA
Nextel Communications, Inc. NXTL
Northwest Airlines Corporation NWAC
Novell, Inc. NOVL
Oracle Corporation ORCL
PACCAR Inc PCAR
PacifiCare Health Systems, Inc. PHSY
PanAmSat Corporation SPOT
Parametric Technology Corporation PMTC
Paychex, Inc. PAYX
PeopleSoft, Inc. PSFT
PMC - Sierra, Inc. PMCS
QLogic Corporation QLGC
QUALCOMM Incorporated QCOM
Quintiles Transnational Corp. QTRN
RealNetworks, Inc. RNWK
RF Micro Devices, Inc. RFMD
Sanmina Corporation SANM
SDL, Inc. SDLI
Siebel Systems, Inc. SEBL
Sigma-Aldrich Corporation SIAL
Smurfit-Stone Container Corporation SSCC
Staples, Inc. SPLS
Starbucks Corporation SBUX
Sun Microsystems, Inc. SUNW
Synopsys, Inc. SNPS
Tellabs, Inc. TLAB
USA Networks, Inc. USAI
VeriSign, Inc. VRSN
VERITAS Software Corporation VRTS
Vitesse Semiconductor Corporation VTSS
VoiceStream Wireless Corporation VSTR
WorldCom, Inc. WCOM
Xilinx, Inc. XLNX
XO Communications, Inc. XOXO
Yahoo! Inc. YHOO

Now Mork, if you want to actually beat the NAZZ 100, it's pretty obvious from your smoke-and-mirrors "average return" number that you'll need some help.

That would be me, Mork. I am available as a consultant.

I'm very good. And very expensive.

Let me know when your ready.

Mr. Mighty Chicken Brains To You
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