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To: Bernie Goldberg who wrote (7275)	4/17/1999 2:21:00 PM
From: OldAIMGuy	Read Replies (1) of 18928

Hi Bernie, Sounds like you did the Newport Sell and then the Newport "Decrease" functions okay. The "hold zone" should have remained about the same other than the size of the minimums relative to the overall holding. You may want to tweak your minimums to keep the trade range where you believe it should be. Mr. L cautions about too much diversity. I don't know exactly how to feel about the action you have taken, but I will tell you that I've done the same with some micro caps that got to be too big a portion of my portfolio in the past. In my case it worked out for the best. Best regards, Tom

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