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To: Mary Baker who wrote (541)2/13/2000 9:40:00 AM
From: Tom Hua  Read Replies (2) | Respond to of 653
 
I'm a low profile kinda guy Mary, and I'd like to keep it that way. If one misses the incredible run in internet stocks the last few years, another golden opportunity is presenting itself, not internet but biotech. In general, biotech hype doesn't last very long, probably a year max. Once the love affair is over, I'll be riding them down.

Currently I have about 10% of my portfolio in biotechs. I'm increasing the allocation to 25% over the next few days.

Regards,

Tom