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Non-Tech : Invest / LTD -- Ignore unavailable to you. Want to Upgrade?

To: drsvelte who wrote (13981)	10/6/2000 6:47:04 PM
From: The Ox	Respond to of 14427

All things considered, the original candidates in the model2000 semi portfolio have done OK....if down 8% can be considered OK<g> Here's the port link previously posted: siliconinvestor.com My candidates list was expanded (temporarily) to include most of the major semi stocks. This has been good and bad. The good part is it allows me to track a more thorough group, the bad part is the list grew to over 250 stocks....ouch! This has put me seriously behind in my DD. I think I have decided to dump all stocks that have a market cap under 100mil at this time, since there are just too many companies. If anyone has a specific company in this group that should be left for further evaluation, please let me know. I hope to post the under 100Mil cut list by Sunday night. My how this project has grown!