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To: Kevin who wrote (23884)6/21/1999 8:59:00 PM
From: Sonny McWilliams  Read Replies (2) | Respond to of 27012
 
Kevin. I am not sure what portfolio you are talking about. I sent you some on the stocks we discussed but here is MY portfolio.
I forgot PBI as one of my bigger holdings. One of these days I will have a portfolio where the DOJ is not interested in one of my cos.

Message 10153358

I am seriously thinking of getting some EMC tomorrow. I will let you know when I do it. Then Amat, Msft and Csco. Like I said: I have to sell in order to buy more things. I am too highly margined and can't get myself too dry. I guess you have not ventured into anything yet?

Right now techs, including telecoms, are in again. Hard to make money on cyclicals in a low inflation environment.

Sonny