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To: Dale Baker who wrote (14566)1/15/2000 10:19:00 AM
From: Richard TsangRead Replies (1) | Respond to of 118717
 
I didn't know you meant it when you said you just buy what Steve bought, LOL.

The B2B software sector is still under pressure. Investors seem to realize the triple digit forward P/S may not be sustainable. Having said that, there are still values out there. I have added BVSN and will be holding BLSW strong. Verio should run to 75 soon.

Some are rotating money into e-security stuff. I would look to add to my NETE and maybe nibble a bit RSAS before too late. Need to liquidate some gains in the pennies. Already sold half of SCCO and MNAC for a 40%.

Rich



To: Dale Baker who wrote (14566)1/22/2000 8:17:00 AM
From: Richard TsangRead Replies (1) | Respond to of 118717
 
VRIO - I posted this last week and it is almost there (75).
Message 12581582

I sold my BVSN too soon again and bought into RSAS a bit too early. Mistake in not adding NETE. Now that money is coming back to B2B enabling companies, I will keep my BLSW which is on its way to 200 before long.

Portfiolio is now +24% YTD. I am happy and comfortable with the mix in 54 stocks, all long. Margin is down to 10% of long.

Hope you have a nice trip, Dale.

Rich


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