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To: E.J. Neitz Jr who wrote (23011)	4/12/2000 11:29:00 AM
From: Larry S.	Read Replies (1) \| Respond to of 53068

Hi Ed. Think that a good portfolio today would include 30-50% old economy stocks, whether they be for trading or holding. In the new economy, i think we are damn close to capitulation and a major bottom. This is not the time to bail in this sector, nor to add crazily in margin to try "and make up for" previous losses. be out of margin, hold the issues that you believe in, dump the rest, and be diversified. ps, cash is nice too. larry

To: E.J. Neitz Jr who wrote (23011)	4/12/2000 11:51:00 AM
From: Ron McKinnon	Read Replies (2) \| Respond to of 53068

I don't see hardly a thing I want to do so have hid my mouse maybe that will keep me out of trouble

To: E.J. Neitz Jr who wrote (23011)	4/12/2000 9:14:00 PM
From: voodooist	Read Replies (2) \| Respond to of 53068

Ed, haven't seen you in long while. You might remember that we shared a couple of stocks a while back (eg RPC). Interesting list GS has. I personally was lusting after TXT at 51+ but never pulled the trigger, and then they upgraded it and I'm not one to chase. My defense stocks are all behaving very well: worth a look. NOC, GD, NNS, RTNB (and RTNA), LMT, and also LIT. I also bought some LOR and MDR today. FWIW. Larry still thinks these stocks should be shot <G>