Waiting for the big Kahuna Message Board

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Strategies & Market Trends : Waiting for the big Kahuna

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To: William H Huebl who wrote (49298)	11/13/2000 6:43:14 PM
From: robert b furman	Read Replies (1) of 94695

Hi Bill, I'm not sure you know how much I appreciate your conservative voice being on my left shoulder. Like I said I'm 50 % cash and not real comfortable catching these knives - yet there is a part of me that says I' m ok with the longterm investment in companies that have huge cash hordes, a niche in an industry that has significant barriers to entry and very good margins - even if the rate of growth slows. I guess what I'm saying is don't stop warning me - I like the balance and interaction. Thank You Bob

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