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To: Tony Viola who wrote (101435)	3/23/2000 8:05:00 PM
From: Gary Ng	Read Replies (1) \| Respond to of 186894

Jim, Re: OK, but, honest, how much money, as a percentage of your portfolio, do you guys put into an AMD? Much less than his INTC(dollar wise) backed when Jim still held it. Gary

To: Tony Viola who wrote (101435)	3/23/2000 8:17:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 186894

Tonee, RE:"OK, but, honest, how much money, as a percentage of your portfolio, do you guys put into an AMD? I'd personally be scared sh*tless with any reasonable amount in a stock like that. With stocks like Intel and Cisco, I can sleep at night. And a double every year or so is plenty" Sleep at night? What's that. Too be honest with you AMD is a very small part of my portfolio. Below 5%. I know from the wars around here some might think it's all or nothing. OTOH, one can learn a lot here. I don't like those POM POM threads (TM Tony Viola) either. Face it, you hang out here for the ruckus too...<G> Jim