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To: Danny who wrote (111867)11/15/2000 5:47:11 PM
From: Danny  Respond to of 164684
 
BTW, am seriously thinking of replacing BVSN with NTAP
in the portfolio. With NTAP at 76, still need to balance
the need to do so. But if NTAP quickly drops to 60 +/-
and BVSN stays pretty much the way it is, will definitely
take the profit on BVSN and move that money onto NTAP.



To: Danny who wrote (111867)11/15/2000 7:04:01 PM
From: Sarmad Y. Hermiz  Read Replies (1) | Respond to of 164684
 
>> The portfolio was created in mid Oct and positions were
gradully added while NASDAQ was in 3400 - 3080 range. The
portfolio is 95% invested at this point.

Danny, did you actually buy the stocks in this portfolio, or is this on paper only ?


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