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To: Robert Rose who wrote (78173)9/23/1999 12:59:00 PM
From: Danny  Read Replies (2) | Respond to of 164684
 
Rob:

Nice to see u still holding ICGE. Man, that's a real winner.
I was stupid enough to take my profit at 60 and still
kicking my head!!!. CMGI did a good job today otherwise
I would kick myself again for swapping my BVSN for CMGI:)
But I honestly think CMGI will come back one day.

I am about 30% in cash now (kind of unusally aggressive
for my style). The top holdings are still YHOO AOL LU
INTC MSFT CSCO.

SCMR will be the play of the rest of 1999, another JNPR.
I like foundry a lot as well, plus CLIC which comes up
next week.

Regards,

Danny



To: Robert Rose who wrote (78173)9/23/1999 1:04:00 PM
From: Danny  Respond to of 164684
 
<<still hoping for a return to the glory days of 98-4/99>>

I actually think those super unhuman gain from 98-4/99
will not come back again easily. So I am taking that
as a one time gift at this moment.


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