Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.50

+6.2%

Dec 19 3:59 PM EST

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To: ptanner who wrote (20940)	11/29/2000 10:42:07 AM
From: Petz	Read Replies (2) of 275872

Pete & Goutama, no criticism intended (VOXW), on the contrary, the Porfolio you have constructed is an awesome achievement. I was curious about VOXW because I rode it up from 1 to 2 a year ago (on the way to 12+ and then back to 1). Does the portfolio only reflect positions that 1)Intel has sold a portion of (but do they have to report sales for companies they never held more than X% of the stock?) 2)were revealed in the last 10Q (or is it some other report?) 3)other criteria?? In other words, how is Goutama doing this and how much of Intel's portfolio is missing from your shadow portfolio? Petz

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