TheStreet.com, Inc. (TSCM) Message Board

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To: DD™ who started this subject	7/28/2003 10:58:29 AM
From: Jack Hartmann	Read Replies (2) of 1822

Barron's interviews Robert Marcin, an iconoclastic investment manager whose picks are up 56% on avg The investment manager recommended some controversial names last fall such as EDS, CD and YUM with "tech specs" that included OPWV and ATSN. Mr. Marcin's picks are up 56% on average with ATSN nearly tripling. However, he is now cautious on the market and is net short tech stocks believing investors are willing to pay any price for speculative stocks. He is bearish on AMZN, ASKJ and PIXR and bullish on TYCO, WM and a new "tech spec" called MRVC. Marcin got alot crap from Cramer in the fall with his picks. Up 56% is not bad at all. Jack

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