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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Logain Ablar who wrote (4758)	8/30/2000 1:17:42 PM
From: Bosco	Respond to of 30051

Hi Tim - thx. I am up to my i-balls with the dreaded M word, so I am going to hang tight. WCAP? Does it hold a lot of CMRC, or something comparable? I ve become an inadvertent LT investor of SFE, so I am going to use that to be my back door if and when B2B and the e-commerce infrastructure plays are getting hot again. I am also an intentional LT investor of CDO, so I should do ok if and when all these VC/incubator types start heating up. Btw, my small position of CMRC was pure dumb luck :). Together with a small amount of ADCT, they help to ease the pain of other fallen angels best, Bosco