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To: GST who wrote (108235)9/10/2000 10:50:34 PM
From: Sarmad Y. Hermiz  Respond to of 164684
 
>> and once again -- good luck.

Thanks, GST. Here are the stocks that I hope to ride to riches and prosperity.

FMO, TEX, WDC, MXTR, HDD, SFAM, ACK.

My biggest positions (FMO, TEX) have a P/E of 4 or 5. I really don't expect they follow any of the general factors, like rates, etc.... They live or die for their own merit and prospects. I also think your comments in the past couple of days apply more to the high-flyer stocks. Which unfortunately are very absent from my portfolio.

Good luck to you, too. I don't think you'll miss much upside if you stay on the side-lines for a while, anyway.