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To: Danny who wrote (108465)9/14/2000 2:49:31 PM
From: Robert Rose  Respond to of 164684
 
<So, it may not be a bad idea to put in
2-5% of your money in this sector. When I start
to see the real topline and bottomline number, I will
ajust this ratio accordingly. >

Danny, very good post. Appreciate your comment on sector allocation, as that is something that's been hard to come by, on these amzn (and derivative) threads <vbg>, and throughout SI.

Rob

Disclaimer: Currently 2% invested in the superconductors and considering upping that amount.



To: Danny who wrote (108465)9/14/2000 2:54:46 PM
From: H James Morris  Read Replies (2) | Respond to of 164684
 
Danny, I was more interested in your opinion on covered calls.
I've been doing that quite a bit this year with respectable returns.


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