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Pastimes : G&K Investing for Curmudgeons -- Ignore unavailable to you. Want to Upgrade?

To: LindyBill who wrote (1004)	2/25/2000 10:39:00 PM
From: Sommers	Respond to of 22706

RE: LindyBill's Roaring 2000s Thanks for your "Gilded Port" link, Bill. The NAZ 25 portfolio will be most fun to follow. And don't worry, just because you now take an M-16 (along with your high powered rifle) out on your hunts doesn't mean you're losing your focus. In fact, there's much more focus than meets the eye: NTAP, SUNW, SEBL, QCOM, JDSU, ITWO, and CREE are hardly pure mo-mo plays. In fact some 60% of the G&K Port overlaps with the Managed NAZ 25 Port. The NAZ 25 is more of a G&K game within a larger "mo-mo, ride 'em till they drop and chuck 'em" game. Glad that you confirm ELON's potential. I took a half position yesterday. AMCC is on the move again, upgraded today. The purpose of your new activity is two-fold: keeps your fingers OFF the QCOM sell trigger and gives your friends and detractors penis envy! BTW, did you see this post on PALM? Message 12961294 Have a fun weekend.