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To: Danny who wrote (108955)9/25/2000 4:20:26 PM
From: Robert Rose  Respond to of 164687
 
<Can you think of some allocation rotation in your inet
portfolio, ie, sell some others to buy AKAM? >

No, not now. I really think we are at rock bottom prices, excepting some kind of unforeseen cataclism. That said, phcm doesn't really turn me on. I don't pretend to really begin to understand the wireless space (can you teach me?).

Disclaimer: (50% invested in wireless/broadband, loving and believing in it. Pray for me??)