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To: John Hauser who wrote (142124)	9/15/1999 1:19:00 PM
From: arthur pritchard	Read Replies (1) \| Respond to of 176387

This is Garrett. Real Time Plus 2' 27" Symbol Money Flow Net Chg.% Net Chg. Last LU 47,945,313 +.47 +5/16 67 7/16 IBM 35,325,839 -.09 -1/8 133 3/16 HWP 27,165,313 -1.07 -1 3/16 109 5/8 SCH 24,916,004 +2.06 +3/4 37 1/8 AAPL 14,970,516 -1.93 -1 1/2 76 5/16 AA 14,512,419 -.29 -3/16 65 3/16 KO 12,720,275 +.11 +1/16 54 13/16 CHV 11,956,737 -.20 -3/16 92 9/16 MMM 11,560,100 +.52 +1/2 97 9/16 PG 10,607,748 +.25 +1/4 99 13/16 GE 10,479,222 +.21 +1/4 117 AMZN 10,232,076 -.76 -1/2 65 1/2 QCOM 8,026,275 +.04 +1/16 170 9/16 BRCM 5,174,509 -1.42 -1 5/8 112 1/2 RNWK 4,531,819 +.41 +3/8 91 13/16 GSTRF 4,093,678 -2.74 -3/4 26 5/8 GNET 3,762,372 -.72 -1/2 68 1/2 FDX 3,103,513 -1.81 -13/16 44 1/8 POS 2,165,483 -.08 -1/16 76 1/8 AOL 1,792,674 -1.24 -1 1/8 89 7/8 CNF 1,672,706 +.58 +1/4 43 1/4 EMC 1,118,469 -2.56 -1 3/4 66 5/8 ALD 558,134 -.49 -5/16 63 1/4 CDN 548,160 -1.30 -3/16 14 1/4 ADBE 507,092 -6.75 -7 1/8 98 7/16 RTRSY 427,520 -.07 -1/16 90 3/4 IIXL 404,070 +2.94 +1 35 TWE 328,922 +.51 +1/16 12 3/8 MRK 270,291 +.82 +9/16 69 1/8 EELN 263,234 +1.54 +1/2 32 7/8 SPYG 116,528 +.49 +1/16 12 3/4 NETP 93,831 +1.74 +5/16 18 5/16 BWEB -22,548 +.91 +3/16 20 3/4 ZDZ -28,002 +.88 +1/8 14 3/8 MSGI -80,024 +.54 +1/16 11 5/8 LOR -122,193 -1.03 -3/16 18 1/16 USPL -160,748 -1.64 -3/16 11 1/4 EPAY -195,914 -3.32 -7/8 25 1/2 WIND -346,796 -.98 -3/16 18 7/8 GTW -390,930 -2.41 -1 3/16 48 PCNTF -520,803 -7.79 -3 1/8 37 AWRE -621,676 -1.20 -3/8 30 3/4 RMBS -669,400 -2.14 -2 91 1/4 NTAP -976,917 +2.42 +1 11/16 71 1/2 TQNT -1,944,105 -.57 -3/8 65 3/4 NETS -2,098,846 -1.40 -3/8 26 7/16 WMT -2,179,319 -1.07 -1/2 46 3/8 EGRP -2,300,529 -1.43 -11/32 23 11/16 PCS -2,443,847 +1.30 +7/8 68 1/16 LCOS -2,849,733 +.71 +5/16 44 3/8 NITE -2,900,489 -1.58 -1/2 31 1/8 NOVL -3,585,008 -1.63 -3/8 22 11/16 MO -3,610,367 +.17 +1/16 36 3/4 ATHM -4,168,391 -1.76 -11/16 38 5/16 VISX -4,530,625 +.42 +13/32 96 7/8 DIS -5,049,990 -.22 -1/16 27 7/8 EK -6,952,444 -3.05 -2 3/8 75 1/2 DCLK -7,529,122 -2.36 -2 5/8 108 1/2 CBS -11,851,027 -3.82 -1 15/16 48 13/16 GM -15,020,274 -.10 -1/16 65 CMGI -16,788,988 +.51 +7/16 86 3/8 NOK -18,227,700 -2.26 -2 86 7/16 INTC -23,769,147 -2.26 -1 15/16 83 7/8 DELL -27,618,600 -1.20 -9/16 46 1/2 SUNW -28,416,387 -2.71 -2 5/16 83 1/16 WCOM -28,569,064 -.93 -3/4 79 11/16 T -30,302,710 +.42 +3/16 44 11/16 ORCL -30,362,114 -6.88 -3 1/8 42 5/16 YHOO -32,951,624 -.57 -15/16 164 1/4 CSCO -38,541,264 -.78 -9/16 71 3/8 CPQ -45,335,025 -1.82 -7/16 23 9/16 QQQ -89,969,176 -.88 -1 7/64 124 5/16 MSFT -91,304,776 -1.84 -1 3/4 93 5/16

To: John Hauser who wrote (142124)	9/17/1999 9:55:00 AM
From: Craig Lieberman	Read Replies (2) \| Respond to of 176387

John, I understand that keeping all of my assets in one stock as I do can have a disastrous effect on my net worth. The money that was generated from stock investments over the years has grown mostly in my IRA. This is money that I normally would not use at my age (38 this week). As such, I got tired of watching most of my stocks languish while my DELL shares soared. Also, I spent a good deal of time watching all of the different companies that I owned. I realized that my quality of life is better when I pick the winners and let them run. Over time, more and more of my portfolio migrated to DELL. Now it is in only two stocks. DELL and a small position in their new wireless partner AIRO Net (AIRO). The rest as I said before is in the house. I am in a fairly marketable area in terms of my job. I find that if I were to lose everything I own, my life would still be fine. They are just things. As such, I do trust DELL the company and believe that in the long term, it will out perform the majority of the stocks (of profitable companies) on the market. I also believe that it is fairly safe from some major catastrophe (going to zero). Since my average cost per share is in the teens with some shares in single digits, I also don't think my original investment is much in danger of being lost. I agree with you in general. Just lost too much money in Mutual funds (opportunity cost) by being TOO safe and diversified. Craig