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Technology Stocks : Internet Guru Discussion -- Ignore unavailable to you. Want to Upgrade?

To: Labrador who wrote (4212)	4/12/2000 11:14:00 PM
From: RSH	Read Replies (2) \| Respond to of 4337

This is Harmon's portfolio: I don't believe he warrants the name of "Guru" at this time. His credibility is shot (in my opinion) for now. Maybe some other time. siliconinvestor.com

To: Labrador who wrote (4212)	4/14/2000 4:57:00 AM
From: Labrador	Read Replies (1) \| Respond to of 4337

I think that the mistake is merely posting a portfolio for the year and letting it sit unmanaged. Maybe steve would have dumped a few (or more) given the market turbulance? With net stocks, just letting them sit unmanaged doesn't seem like the best approach; after all he's not picking Gilder stocks (which haven't done too well either over the past couple of months -- but have longterm).In any regard, we're fast approaching the 40% down mark -- considerably beneath any U.S. index that I can think of. siliconinvestor.com