Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jorj X Mckie who wrote (123)	1/18/2000 10:19:00 PM
From: John Pitera	Read Replies (1) \| Respond to of 540

Ok you repeated 2 of my 11 ... so you must really like those -vbg- so these are now on the candidate list: QCOM JDSU CMRC, ARBA, VERT, WCOM, RFMD, PMCS, CSCO, C, XOM, Q ORCL SUNW EMC IBM RFMD INKT TXN VRSN I'll add ITWO, CTXS, LGTO, GLW, nxlk, cnxt, tqnt, nxtl CRA, AMGN, hgsi, hlit, sdli those are a few of Mike's , I will add that these names I have seen mentioned by us all at different times.

To: Jorj X Mckie who wrote (123)	1/18/2000 10:20:00 PM
From: HG	Read Replies (1) \| Respond to of 540

Just dropped in to see how the portfolio was coming along... Sheesh, you certainly have traffic !!!! No YHOO ??? Aaaawwww come on ! Lets be reasonable now ! No biotechs either...??? EDIT : Tom, can I have your read on IDC please ?? Still in Os ??? And you still have it ??? gotflu.com