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To: GeoDude who wrote (15728)2/13/2000 5:02:00 AM
From: Dale BakerRead Replies (2) | Respond to of 118717
 
You da man, LIA. Really outstanding results in a choppy market like this.

Any way I could talk you and Rich into posting your current list of holdings here? I'm sure everyone is dying to know.

No need for fancy packaging. I can just load a list of symbols into Yahoo and check the charts myself.

Congrats again.



To: GeoDude who wrote (15728)2/13/2000 10:31:00 AM
From: Richard TsangRespond to of 118717
 
LIA, I agree 101% on this quote:
"You and I learned from Dale the master picker ... "

In addition to picking, I have learned from Dale how to "retire" the candidates when they reach certain level. That is why I have so many "free" shares in the portfolio....that is a nice problem to have. I had that same question BT asked and that is how could he manage so many. I am not worried if 10% of the stocks drop 50% overnight as none is more than 10% of the portfolio. I use Yahoo portfolio tool to monitor (always not enough time) and DLJ for real time pricing.

Dale, this is the ticker list, which is somewhat different from the one sent to you last month, just realized it is more than 64, LOL.

DLJ account 2/11/00 (actively managed):
ADAP AGS AICX AILP AVAN AXNT BINC
BLSW BOSC CEGE CHRZ CRVUE
DCCA DGIT DMIC EGAN FORTY FSST
GLIA HWYM IARC IATV IMAT
INFD JAKK JPTR MCOM MDLI MGIC LPHL
MIXL MMTI MSGI MVIS MWAR NANX NTG
NETA NETE NETM NOYRE NSATF NTRX ONT
OSIS PCLN PCMS PMTC PVTL QBIZ
RCCC SCOC SCUR SEGU SW.TO SWS THDO UTLX
VRIO WAVC WPNE XPDR
MMM apr calls 95, 100, 105
Short: MCLL

Not actively managed:
SCH account: MMM, AOL, INVX, BLSC
E*Trade a/c: COMS, ICO, FNDT, CPQ



To: GeoDude who wrote (15728)2/14/2000 1:43:00 AM
From: B TateRespond to of 118717
 
New Years Eve in Phuket, now that seems novel... Can even enjoy the last few hours of trading in the millenium while gargling with champagne at midnite.. Have a rule about drinking while investing you know so can't swallow!