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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?

To: Mark Ableson who wrote (10721)	11/10/2000 1:27:28 PM
From: Investor2	Respond to of 42834

RE: "Do you think qqq's are a good buy now at $73-$74." siliconinvestor.com Not as good of a buy as they were in 1999, but a much better buy than they were earlier this year. Re: "Are you adding to your position?" No. I've made my "bet" on QQQ's; it was much smaller percentage of my cash reserves than Bob recommended. No way will I be throwing a lot of money into any index during a bear market. Best wishes, I2

To: Mark Ableson who wrote (10721)	11/11/2000 5:42:46 PM
From: Mark Ableson	Read Replies (1) \| Respond to of 42834

I2, I congratulate you on your small purchase of the QQQ. At what point would you add to your QQQ position? Below are the 100 stocks in QQQ. Further below are the top ten of the QQQ's which represent almost 43% the entire index. It seems very risky for Bob to recommend up to 43% of available cash reserves into an investment of QQQ where the top ten represent 43%? What about the 4% rule? Doesn't this contradict Bob's anti-sector investing philosophy? This seems so much out of character for Brinker. What do you think? QQQ Index Components Company Name Ticker Symbol -------------------------------------- ------------- 3Com Corporation COMS Adaptec Inc. ADPT ADC Telecommunications Inc. ADCT Adelphia Communications Corporation ADLAC Adobe Systems Incorporated ADBE Altera Corporation ALTR Amazon.com Inc. AMZN American Power Conversion Corporation APCC Amgen Inc. AMGN Apollo Group Inc. APOL Apple Computer AAPL Applied Materials Inc. AMAT Applied Micro Circuits Corporation AMCC At Home Corporation ATHM Atmel Corporation ATML Bed Bath & Beyond Inc. BBBY Biogen Inc. BGEN Biomet Inc BMET BMC Software Inc. BMCS BroadVision Inc BVSN Chiron Corporation CHIR CIENA Corporation CIEN Cintas Corporation CTAS Cisco Systems Inc CSCO Citrix Systems Inc CTXS CMGI Inc CMGI CNET Inc CNET Comcast Corporation CMCSK Compuware Corporation CPWR Comverse Technology Inc CMVT Concord EFS Inc CEFT Conexant Systems Inc CNXT Costco Wholesale Corporation COST Dell Computer Corporation DELL Dollar Tree Stores Inc DLTR eBay Inc EBAY EchoStar Communications Corporation DISH Electronic Arts Inc ERTS Fiserv Inc FISV Genzyme General GENZ Global Crossing Ltd GBLX Herman Miller Inc MLHR i2 Technologies Inc ITWO Immunex Corporation IMNX Intel Corporation INTC Intuit Inc INTU JDS Uniphase Corporation JDSU KLA-Tencor Corporation KLAC Legato Systems Inc LGTO Level Communications Inc LVLT Linear Technology Corporation LLTC LM Ericsson Telephone Company ERICY Lycos Inc LCOS Maxim Integrated Products Inc MXIM MCI WORLDCOM Inc WCOM McLeodUSA Incorporated MCLD MedImmune Inc MEDI Metromedia Fiber Network Inc MFNX Microchip Technology Incorporated MCHP Microsoft Corporation MSFT Molex Incorporated MOLX Network Appliance Inc NTAP Network Associates Inc NETA Network Solutions Inc NSOL Nextel Communications Inc NXTL NEXTLINK Communications Inc NXLK Northwest Airlines Corporation NWAC Novell Inc NOVL NTL Incorporated NTLI Oracle Corporation ORCL PACCAR Inc PCAR PacifiCare Health Systems Inc PHSY PanAmSat Corporation SPOT Parametric Technology Corporation PMTC Paychex Inc PAYX PeopleSoft Inc PSFT PMC-Sierra Inc PMCS QLogic Corporation QLGC QUALCOMM Incorporated QCOM Quintiles Transnational Corp QTRN Qwest Communications International Inc QWST RealNetworks Inc RNWK RF Micro Devices Inc RFMD Sanmina Corporation SANM SDL Inc SDLI Siebel Systems Inc SEBL Sigma-Aldrich Corporation SIAL Smurfit-Stone Container Corporation SSCC Staples Inc SPLS Starbucks Corporation SBUX Sun Microsystems Inc SUNW Synopsys Inc SNPS Tellabs Inc TLAB USA Networks Inc USAI VERITAS Software Corporation VRTS VISX Incorporated VISX Vitesse Semiconductor Corporation VTSS VoiceStream Wireless Corporation VSTR Xilinx Inc XLNX Yahoo! Inc YHOO 1. Cisco Systems 7.52% 2. Intel Corp. 7.43% 3. Microsoft Corp 6.87% 4. Oracle 4.72% 5. JDS Uniphase 4.04% 6. Sun Microsystems 2.98% 7. NEXTEL Communications 2.70% 8. Qualcomm Inc 2.54% 9. WorldCom, Inc. 2.24% 10. Dell Computer Corp. 2.23% Total 43.27%