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To: Robert Rose who wrote (89981)1/6/2000 1:59:00 PM
From: GST  Read Replies (2) | Respond to of 164684
 
The banks have been looking good -- housing data helped. I dabbled in some bank options as soon as I heard the housing data -- nothing serious but fun. Techs look like death warmed over -- but I hope they don't go off a cliff without at least a little rally. I sold my YHOO puts.



To: Robert Rose who wrote (89981)1/6/2000 6:37:00 PM
From: H James Morris  Respond to of 164684
 
Robert, a couple of points.
>HJ, I notice your b2b thread is picking up posting volume
It is not my thread, it was started by Westpacific.
>we all know b2b is still very much in its infancy
I've posted here, and there that I sold about 80% of my B2B stocks on dec 30-31. Right or wrong.
>God, this is an incredible time to be alive....
Yes, but it's also a time to lose one's ass. I think that's what you told the WSJ.
>I am still so impressed by how you're 'getting' it!

I try to the best of my ability to 'get it' rather than lose it.
I'm not the pessimist here, but I seek more realistic evaluations. And if I'm wrong! Who gives a shit other than my Shar pei?
Btw
I still own all of Vfnd.
>Portfolio Print: Jims B2B portfolio

Symbol Shares Last/NAV Change Pur.Price Gain/Loss Value
ACOM 1,000 40.00 -5 3/8 59 3/8 -19,375.00 40,000.00
ACRU 1,000 48 5/8 +1/8 8.61 +40,015.00 48,625.00
AILP 1,000 4 15/16 -1/16 1 1/4 +3,687.50 4,937.50
ARBA 1,000 150 1/8 -22 1/4 61.00 +89,125.00 150,125.00
ASWX 1,000 73 1/2 -8 5/16 12 1/2 +61,000.00 73,500.00
BVSN 1,000 129 1/4 -30 5/8 14 3/8 +114,875.00 129,250.00
BWEB 1,000 31 9/16 -2 3/16 15.00 +16,562.50 31,562.50
CGLD 1,000 15 1/16 -1 15/16 6 1/2 +8,562.50 15,062.50
CKFR 1,000 85 5/8 -6 1/16 16 5/8 +69,000.00 85,625.00
CLIC 1,000 44.00 -1 9/16 40.00 +4,000.00 44,000.00
CLRS 1,000 88.00 +2 1/16 3.218 +84,782.00 88,000.00
CMDX 1,000 91.00 -15 15/16 15.12 +75,880.00 91,000.00
CMRC 1,000 188 3/8 -26 1/8 26 1/2 +161,875.00 188,375.00
CNKT 1,000 3 13/32 -7/32 0.34 +3,066.25 3,406.25
CNQR 1,000 30 1/8 -5/8 9.62 +20,505.00 30,125.00
CNRS 1,000 7 3/8 +7/8 0.781 +6,594.00 7,375.00
CPTH 1,000 62 1/8 -11 3/8 0.34 +61,785.00 62,125.00
DRIV 1,000 28 7/8 -2 7/8 18 1/4 +10,625.00 28,875.00
EGAN 1,000 32 13/16 -2 15/16 17.00 +15,812.50 32,812.50
ELCO 1,000 27 1/2 -1 3/4 1 1/4 +26,250.00 27,500.00
ENGA 1,000 69 5/8 +4 5/8 23.12 +46,504.00 69,625.00
ENTU 1,000 45 3/8 -6 1/8 16 7/8 +28,500.00 45,375.00
EPNY 1,000 159 5/8 -3/8 38.00 +121,625.00 159,625.00
ESHR 1,000 19 3/4 +2 1/2 3.43 +16,320.00 19,750.00
ESNI 1,000 10 1/2 +1/8 0.46 +10,040.00 10,500.00
ETA 1,000 46 3/8 -1 3/8 2 1/8 +44,250.00 46,375.00
FMKT 1,000 240 1/16 -4 7/8 230.00 +10,062.50 240,062.50
HHGP 1,000 11 3/8 -5/8 1.281 +10,094.00 11,375.00
HRBC 1,000 25 1/4 -2.00 5.06 +20,190.00 25,250.00
ICGE 1,000 155.00 -13 3/4 14.00 +141,000.00 155,000.00
IONA 1,000 43.00 -4 3/8 12 1/8 +30,875.00 43,000.00
ISLD 1,000 93.00 -6.00 8.65 +84,350.00 93,000.00
ITRA 1,000 75 13/16 +3 13/16 14.87 +60,942.50 75,812.50
JCDA 1,000 24 3/8 -1/8 8.00 +16,375.00 24,375.00
KANA 1,000 202 1/8 -5 5/8 45.86 +156,265.00 202,125.00
KEYN 1,000 74.00 +1.00 17 1/4 +56,750.00 74,000.00
LEAF 1,000 30 1/8 -1 7/8 1.68 +28,445.00 30,125.00
MAWI 1,000 17.00 -1 1/4 0.172 +16,828.00 17,000.00
MSLV 1,000 80 1/2 0.00 33 1/2 +47,000.00 80,500.00
MSTG 1,000 13 1/8 -1/8 1 1/2 +11,625.00 13,125.00
NEON 1,000 55 3/4 -3 1/8 12.18 +43,570.00 55,750.00
OMKT 1,000 35 7/8 -3 13/16 11.18 +24,695.00 35,875.00
OPTK 1,000 14 1/8 +7/16 3.00 +11,125.00 14,125.00
ORCL 1,000 96.00 -6.00 19 3/4 +76,250.00 96,000.00
PCOR 1,000 49.00 -2.00 26 3/4 +22,250.00 49,000.00
PNLK 1,000 2.15 -0.156 0.703 +1,453.00 2,156.00
PPRO 1,000 116.00 -2 1/8 22.00 +94,000.00 116,000.00
PWCC 1,000 9 7/8 +1/8 3 1/4 +6,625.00 9,875.00
RETK 1,000 66.00 -3 3/16 29 1/2 +36,500.00 66,000.00
ROWE 1,000 35 1/8 +1/8 13.12 +22,005.00 35,125.00
RRRR 1,000 28 3/8 -2 1/16 2 3/4 +25,625.00 28,375.00
SE 1,000 30 11/16 -1 9/16 17.93 +12,757.50 30,687.50
SFE 1,000 153 9/16 -10 11/16 24 1/2 +129,062.50 153,562.50
THCG 1,000 27 13/16 +7/16 1.687 +26,125.50 27,812.50
TIBX 1,000 122 1/8 -14 3/8 19 3/4 +102,375.00 122,125.00
VERT 1,000 135.00 -16 5/8 17.37 +117,630.00 135,000.00
VFND 1,000 7 1/2 +1 13/32 1.14 +6,360.00 7,500.00
VIGN 1,000 155.00 -20 7/16 18 5/8 +136,375.00 155,000.00
VITR 1,000 160 1/4 -29 9/16 30.62 +129,630.00 160,250.00
VRTS 1,000 114 1/16 -13 1/8 20.31 +93,752.50 114,062.50
WCAP 1,000 33 9/16 -4 7/16 5.563 +27,999.50 33,562.50