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To: Dale Baker who wrote (12931)	12/10/1999 5:04:00 AM
From: GeoDude	Read Replies (1) \| Respond to of 118717

I found out that in good times, it is best to ride many stocks (my portfolio has now 25+) but in lean times it is better to concentrate on a select few (10-12?) but of higher quality. I am concerned about the future and want to start trimming now. In your stable of stocks, which would be the top dozen? Could start a nice debate: pick the "dirty dozen". And what to you think of a yahoo march put at 300 just to help in the event of a correction? Thanks LIA

To: Dale Baker who wrote (12931)	12/10/1999 6:43:00 AM
From: JSB	Read Replies (2) \| Respond to of 118717

Interestingly, I think your thread has become even better, if that's possible. Etrade sent me a few more DJ's, so I might have to open an account elsewhere in an attempt to get an IPO or two. Yesterday's market was very interesting and I am starting to become a bit concerned. Backed off slightly from the new highs I set Wednesday, but I'm not sure that even this market can sustain this level of froth. I'll probably trim a few positions before I leave in a few weeks and hold some cash going into the new year.