Y2K (Year 2000) Stocks: An Investment Discussion Message Board

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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion

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To: paul e thomas who wrote (7549)	11/4/1997 3:59:00 PM
From: IVAN1	Read Replies (1) of 13949

RE: Paul's portfolio Hi Paul. Thanks so much for sharing your thinking with the thread. Speaking for myself, this is something I would like to see a lot more of. After all, tactical questions are interesting but it's nice to compare strategies as well. For myself, I have cut my total stock position from say 65% 6 months ago to 35% today. All non margined. My holding in y2m are chrz ptus acly kea tpro I am holding and will hold for 2 reasons. 1. I hope the flood of business will start and earnings, stock prices will go up. 2. When the press picks up the story I hope to get a secondary acceleration due to newby interest and fashion. Anyone else want to jump in with an account of where you are? Would love to know. Best, Ivan

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