To: Eric L who wrote (11077 ) 11/24/1999 2:23:00 PM From: Bruce Brown Respond to of 54805
I hate these laundry lists, but hate even more that I have succumbed to participate. Nevertheless, after a couple of glasses of Riesling from the slopes of the Blue Danube as well as fresh pumpkin seeds, fresh pumpkin soup and playing in the snow for two hours with the kids, I feel jolly and thankful enough to participate. Before I list the holdings that my wife and I have, I must make a few prefaces. Every investor has a different set of goals. Our portfolio is an outgrowth of our goals from the past two decades. We are debt free, have a two income producing household, are under 40 and categorize ourselves as LTB&H aggressive growth and growth investors. We have no intention of hanging up our working careers for another 15 - 20 years because we actually adore what we do - my wife helping head injured patients and speech impaired clients and me wearing tights and wigs to chase fat sopranos around the stage while singing some of the best music written by man. Therefore, our goals, capital and strategy are different than many gorilla game investors. We also invest in the Godzilla Game and - heaven forbid - non technology sectors. Our adjusted - since reading this board - 'mutual fund' follows. Fat Ladies who have already sung quite well for us over the years: Dell - 13% Intel - 9% Cisco - 7% DoubleClick - 7% America Online - 7% Microsoft - 6% As of yet, still mid size ladies with nice voices: Qualcomm - 14% JDS Uniphase - 6% Siebel - 4% i2 - 4% E*Trade - 4% Covad Communications - 4% Amgen - 4% Broad mix of others which constitute our slim ladies (the chorus) - 2% (EMC, NTAP, BRCD, BRCM, CTXS, SCH, RMBS, ORCL, ARBA, ICGE, EBAY, YHOO, WCOM, PFE, GMST, NOK, HDI, OLDB, SWY, NTAP, CMTN, RHTM, LHSP, GTW, AAPL, CMGI, JPM, GTE, GBIX, TOM, GTW) Green backs - 9% BB