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Technology Stocks : CheckFree Holdings Corp. (CKFR), the next Dell, Intel? -- Ignore unavailable to you. Want to Upgrade?

To: TLindt who wrote (13146)1/16/2000 8:41:00 AM
From: EdR  Respond to of 20297
 
Bob said...
<The upside move in Checkfree was so great compared to our other holdings, that there was not way we could justify keeping in a publicly held mutual fund, a stock that accounted for more than 60% of our portfolio>

I wonder if Bob would have sold any if he were not a publicly held mutual fund. DZ doesn't have that issue to deal with and may be that's why he hasn't sold any?


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