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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: freeus who wrote (9074)10/20/2000 4:50:18 PM
From: alias  Read Replies (1) | Respond to of 65232
 
Freeus,

Red Oak holdings as of 9/30 in order of weighting:

jnpr, cien, ntap, brcm, newp, pmcs, emc vtss, mxim, csco inls, sunw, cflo, jnic, sdli, tibx, smtc, amat, jdsu, tqnt, exds, intc avnx.

Who could ask for a better concentration of quality high flyers?

Alias



To: freeus who wrote (9074)10/21/2000 2:18:54 AM
From: jjkirk  Read Replies (1) | Respond to of 65232
 
freeus, for a little biotech flavor, look at DRBNX...jj


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