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To: Bill Harmond who wrote (99710)4/10/2000 6:55:00 PM
From: Robert Rose  Read Replies (1) | Respond to of 164684
 
William, I am seeing consolidation in some sectors, and weakness and perhaps even hopeful strength in others.

I expect such market machinations to work themselves out for a few months. All this is healthy, of course. Given my portfolio, I still see modest downside from here.

Thoughts?



To: Bill Harmond who wrote (99710)4/10/2000 7:07:00 PM
From: GST  Read Replies (1) | Respond to of 164684
 
William <Nice talk, GST> You promote high risk stocks without ever acknowledging it. The risk has worked for you. It can work against you. More than most here, you have put forward the idea that net-related stocks can constitute a "diversified portfolio". These portfolios are crumbling. You are their poster boy. As always -- good luck.


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