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Strategies & Market Trends : The New Millenium Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: wlheatmoon who wrote (26)	1/15/2000 11:04:00 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 540

Mike: HLIT has been running between 78-95 for a bit. it was a little weak on friday. perhaps arbitrage players keeping the price down until the CUBE deal is done, but it's a long term hold. let's buy 500 shares on monday and ignore it. Gilders January newsletter "Harmonic is mostly an lod paradigm cable equipment stock with surprisingly little interest in Internet and cable modem applications". Maybe why some weakness on Friday. Tim

To: wlheatmoon who wrote (26)	1/16/2000 6:36:00 PM
From: John Pitera	Read Replies (1) \| Respond to of 540

Mike, and A+ List of Idea's I really like them. luckily tomorrow is a holiday and we have tomorrow to craft up our specific orders post... what time of the day do you think is best to execute these orders? 11:30 am est.??: on the open?? 15 minutes into trading?? I can see that I will be doing a lot of record keeping for this -g- John

To: wlheatmoon who wrote (26)	1/18/2000 12:13:00 AM
From: John Pitera	Respond to of 540

Mike your list is big enough and especially the options component will take some fine-tuning, as we will have to do some option premium pricing. that I will only put in a few orders tonight, lets talk about these tomorrow. you tom and I will need to put down a list of everything that we should consider for the long-term portion of the portfolio and then see if we want to narrow it down to the best 25 ideas for the long-term area. I doubt we can hold ourselves back to under 20 names, and I don't know if we want to have 50 or 70 stocks in there as it becomes an index at some point. I'll make a post with some of the stocks we will consider for the long-term area and then lets start filling in all the ones not on the first list, until we feel we have all the candidates and then begin a distilling process. the trading portion of the portfolio is actually easier, as our stated intention is to be in them for a few weeks to a few months, as soon as we see a better opportunity or we get a sell signal bingo we can bail out of one and move into another stock. It's always easier to figure out who you might want to ask out for a Saturday night date compared to figuring out who you are going to marry. The date is over soon enough.. the marriage..... well that's another program isn't it. Our buy and hold stocks will be more like marriages, we can get a divorce, but not at the first hint of trouble. And we really want to give our long-term stocks the benefit of the doubt, benefit of a sell off etc. So we need to collectively decide how many stocks are going into this bad boy portion. John