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To: Bill Harmond who wrote (85136)	11/24/1999 2:48:00 PM
From: Robert Rose	Read Replies (1) \| Respond to of 164684

William, do you play the semis for diversification? I just can't get excited about them due to the relative maturity and cyclicity of that market. Besides, I can hardly keep up with the inets as it is, let alone plunge into a totally different technical arena. biotech is a different matter. I sympathize re: your post yesterday that stock-picking biotech will yield more $ than the bhh route, but it would sure save me a lot of aggravation! I understand the importance of diversification, but am leaning toward stock picking my first love, the inets, and buying funds in other promising arenas where appropriate....