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To: James R. Barrett who wrote (21681)6/13/1999 1:14:00 PM
From: Steve  Read Replies (1) | Respond to of 41369
 
I'd make sure you have a good life insurance policy if you have a family of your own!
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To: Steve (21676 )
From: James R. Barrett
Sunday, Jun 13 1999 12:55PM ET
Reply # of 21683

Steve, what should I do with the stocks that I own? I bought all of these in the past
five weeks.

DELL, AMAT, LU, INTC, EMC, ORCL, SUNW, CPQ, AOL, T, WCOM, MSFT, KO,
PFE, MRK, WMT, CSCO

Jim



To: James R. Barrett who wrote (21681)6/13/1999 1:54:00 PM
From: Robert Rose  Read Replies (1) | Respond to of 41369
 
<what should I do with the stocks that I own? I bought all of these in the past five
weeks.

DELL, AMAT, LU, INTC, EMC, ORCL, SUNW, CPQ, AOL, T, WCOM, MSFT,
KO, PFE, MRK, WMT, CSCO >

Jim, you didn't ask me, but here's my $.02 worth. You have a basket of very high quality growth stocks. It is hard for me to imagine them declining more than 20% max going forward, and that would tend toward a worse case scenario. If you can stomach that, hold and in 6 months you will be very glad you did. If you are on margin and feel uncomfortable about that now, you may want to trim your positions enough to eliminate your margin. But overall, they look like solid stock picks you can't go wrong with LT.

Rob



To: James R. Barrett who wrote (21681)6/13/1999 4:23:00 PM
From: Bridge Player  Read Replies (2) | Respond to of 41369
 
<< Steve, what should I do with the stocks that I own? I bought all of these in the past five weeks.
DELL, AMAT, LU, INTC, EMC, ORCL, SUNW, CPQ, AOL, T, WCOM,
MSFT, KO, PFE, MRK, WMT, CSCO >>
Sounds like the Janus Twenty Fund......

BP