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To: Robert Rose who wrote (470)	5/22/2000 4:42:00 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

If you had practiced diversified asset allocation you wouldn't have been up 25x. Just stay with whatever strategy you have unless something fundamental changes. If you can stand the upside volatility, but not the downside, then lower your portfolio's beta or trade more.

To: Robert Rose who wrote (470)	5/22/2000 7:14:00 PM
From: 16yearcycle	Respond to of 57684

"Isn't 20-20 hindsight wonderful? The way one deals with the dichotomy between your two statements above is asset allocation." I sold 40% of my qcom position over 175 on 1/3. My average purchase price was about 25. I have bought back most of those liquidated shares at an average of about 110 now. I admit that is a guess, but the number of calls I bought this am was large so my average could be lower rather than higher, if I convert the calls into stock. I can tell you my entire asset allocation Robert, I just am unsure if it's appropriate. I can tell you a year by year performance since 1986, and my net worth etc, etc. Again, I am not sure that it's appropriate. I use si for ideas on equities and try to get the person's thoughts. I worry about my own asset allocation and think others should too.