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To: Alomex who wrote (112170)	11/27/2000 9:52:42 PM
From: Danny	Respond to of 164684

Update on my 10 picks.... The portfolio is up only 7% (as of closing bell today) since its inception, with worst two performers being NT (-25%) and AKAM (-18%), and two best performers being BVSN (+40%) and QCOM (+30%). A few stocks are just a little bit above or below the break-even lines: AOL, AMAT, CSCO. Consider the overall market is about 10% lower than the portfolio's average accumlation point (3200), I think it is doing quite well so far. Also, as I disclosed in the past, I was thinking of buying NTAP if it touches low 50 range. But that means I have to sell one position though. Potential candiates are BVSN or QCOM but both are having remarkable charts at the moment so very tough to make this switch. Will think more in tomorrow and see if I really should make such rotation.