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Technology Stocks : CheckFree Holdings Corp. (CKFR), the next Dell, Intel? -- Ignore unavailable to you. Want to Upgrade?

To: David H. Zimmer who wrote (11690)	11/2/1999 9:06:00 PM
From: TLindt	Read Replies (1) \| Respond to of 20297

Dave...FWIW...I didn't like the last Q either. But instead of buying more CKFR...I just went wider in the segment. For the non-Bob Gintels Auggie, Dave_s and a few others have been showing our investment style off for nearly the last 2 years on the e-commerce the next 100 months thread. Subject 18819 We started a model portfolio about a year and 1/2 ago with $20,000. When we get the days transactions done...up to me and I'm drinking a brew right now so that's not going to happen...but point? We started with $20,000....we have a pile of positions and about the same $20,000...somebody just handed them too us, Not!. We traded....You could add a zero to that to relate, or 2, or subtract 1. That's how I do it. Work on getting a position to OPM ASAP, then turn it into OFM down the road. Imagine that a Mutual Fund were you put your money in...get all your money back and whole bunch a stock to boot(HERE PECKERWOOD, TAKE THAT)...drinking and happy in Michigan the Northern part of Capitalist land. ie, I don't think too many Mutuals did 300% in the last 18 months. Best part is, we're gonna do it again!