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To: Bill Harmond who wrote (87176)12/12/1999 4:28:00 PM
From: Jan Crawley  Read Replies (1) | Respond to of 164684
 
to make portfolio decisions about.

Talking about portfolio adjustments, I sold 40% Intc in Jan99 and took the $$ off the equity table. I am thinking again; thinking about taking 20%/30% off the table from both Intc and Lu in early 2000?



To: Bill Harmond who wrote (87176)12/12/1999 4:37:00 PM
From: Bill Harmond  Read Replies (2) | Respond to of 164684
 
The largest-cap company in Europe now is Nokia. No British Petroleum, Nokia! I couldn't believe it.



To: Bill Harmond who wrote (87176)12/12/1999 5:07:00 PM
From: GST  Read Replies (1) | Respond to of 164684
 
William: You are playing in a liquidity driven market -- does not hurt to at least understand a thing or two about what drives liquidity. The tap is wide open now and you are making money -- great. But the tap itself -- and the torrent of cash it sends into the market -- is more responsible than many of the things you mention -- IMO.