Re Superb portfolio, Greg
At the start of '97 I was looking for some stock equivalent to Dell, and not finding it. Tried Adic,rdrt,wdc,qntm,Ba,NB, maybe 20 or 30 more. Did OK on Cpq, on the first split, and on Yhoo but found no stand-outs. I even lost a bit on msft, intc( which is hard to do)Hehe
Since Dec '97 its been a whole new ball game, with very few losers
so something seems to have changed.
Question 1: Did you have any really good stuff other than Dell in early '97.
Question 2: Do you attribute any of that excellent portfolio to being an SI Member and thus mentally oriented to the tech stocks
and the discussions here which keep coming back to them?
( without the thread talk, I probably would not have rmbs, mspg,plcm,amzn,or tlab)
Sig
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