Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : E.piphany Inc-(EPNY) -- Ignore unavailable to you. Want to Upgrade?

To: H James Morris who wrote (41)	11/13/1999 4:19:00 AM
From: Tom D	Read Replies (1) \| Respond to of 65

I am concerned about how much PPRO is promoting itself. I agree about CMRC, but I do not need to catch all of these. I just gave 1/3 of my portfolio to a professional money manager (at Salomon Smith Barney), who put me into a mix of large cap and overseas. I have 1/3 in companies which are not publicly traded, and the final third is my fun stuff: tech stocks. Of the fun 1/3 my goal is to have about half in mutual funds (TIFQX--up 22% in one month for me--and the Ryan Jacobs Internet Fund, when it launches) and half in equities. Of these equities, I have wonderful positions in VRTS, VERT, EPNY, and small investments in DSCM and MSO. FWIW, Smith Barneys thinks the long bond is going under 5% in the next year or two. Their bond model has been so accurate in the past few years that it is scary. I think these tech stocks have a long way to go. Tom