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To: Bill Harmond who wrote (71872)8/4/1999 6:05:00 PM
From: Gary Walker  Read Replies (1) | Respond to of 164684
 
Blodget also said if you're squirming.....

over the decline in internet stock prices then your portfolio is too heavily weighted in the internets.



To: Bill Harmond who wrote (71872)8/4/1999 8:34:00 PM
From: McNabb Brothers  Read Replies (1) | Respond to of 164684
 
Henry Blodget also said for one to buy a basket of the top internet names, but went on to say that the basket should be a small percentage of ones total portfolio! William, correct me if I'm wrong, but did I not see where your money manager was heavily weighted in the internets and with you also heavily invested in the internets I would say you have a very large percentage of your portfolio in the internets. To be prudent I believe you need to take Henry Blodget advise and diversify your holdings. Take it for what's it worth William, but I hate to see anyone loose money especially those I have much respect for as I do you.

Hank



To: Bill Harmond who wrote (71872)8/5/1999 12:05:00 AM
From: Bob Kim  Read Replies (1) | Respond to of 164684
 
William, Re: Thank you, Henry Blodget...

I track selected Merrill Lynch research on my website. I've updated my performance analysis of Blodget's stocks. Based on my research, every stock (that I am aware) he has under coverage is now below the price at the time of initiation or as of the latest ratings change.

If you are interested in the details, the link is

restex.com

Bob