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To: Bill Harmond who wrote (101144)4/17/2000 9:16:00 AM
From: Sam Citron  Read Replies (2) | Respond to of 164684
 
>>we're talking stocks here

I forgot we're techstocks.com. <G> But I don't think we need confine our discussion of investments to tech stocks. Asset management is a perfectly legitimate topic of discussion IMHO. It has been said that investment performance is 75% dependant on asset allocation. Nobody's asking anybody for a financial statement. And all disclosure here is purely on a voluntary basis. But it is perfectly rational to infer that if one lists 25 different stocks under the heading 4/7/00 positions and they are all tech, then there is very little diversification across industry or asset class. You yourself said you have been fully invested since Feb. If I have made an erroneous assumption, I am sorry. You may correct it if you wish.

It has been a rough week and I'm sorry if I seem to be making it worse for you. That is not my intention, William.
I am simply trying to communicate. Please forgive me if I've caused any hard feelings.

Sam