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To: fedhead who wrote (29168)4/25/2000 6:21:00 PM
From: pater tenebrarum  Respond to of 42523
 
Anindo, i'm usually dabbling in the same group...CMGI, DCLK, INKT, YHOO, CMRC, VERT, etc.

i also like the FND CEF as a speculative play:

lcmfunds.com

check their top holdings...you basically get most of what you bought in one vehicle, which trades at a discount to NAV to boot.

i think it's important not to overstay ones welcome in this rally...there's still a lot of supply overhead that hopes for an opportunity to get out at higher prices.



To: fedhead who wrote (29168)4/25/2000 6:47:00 PM
From: patron_anejo_por_favor  Respond to of 42523
 
<<should probably add some B2B s like ARBA, CMRC to this list.>>

How about BHH? That way, you get a basket and can dump them all instantaneously and then go short when the time comes without waiting for an uptake.

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