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To: Bill Harmond who wrote (94372)2/22/2000 2:02:00 PM
From: Robert Rose  Read Replies (1) | Respond to of 164684
 
William, doesn't portfolio fragmentation concern you with all your buying? I own 16 stocks right now, and consider myself maxed out from the standpoint of portfolio theory. Plus, it's hard to get a good price unloading so many stocks if I decide to raise significant cash....



To: Bill Harmond who wrote (94372)2/22/2000 4:26:00 PM
From: Si_Detective  Read Replies (1) | Respond to of 164684
 
why not buying leader in this sector, Globespan, GSPN??