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To: H James Morris who wrote (112634)12/11/2000 1:48:28 PM
From: Danny  Read Replies (1) | Respond to of 164684
 
Update and changes to the portfolio.....

My 10 picks is now up 11% since its inception averaged
around NASDAQ 3200. The biggest gainers are still
QCOM (40%) and NOK (40%). The worst performer is
still NT but only down -15% now. :)

I made ajustment today by selling NOK at 50.5 and buying
BBY at 23. Yes, I I know, BBY is not a tech stock, but
I just can't see it going much lower than 20.



To: H James Morris who wrote (112634)12/11/2000 2:07:32 PM
From: gladman  Read Replies (3) | Respond to of 164684
 
You are the gentle-man!

Hey, we just hired a guy from WEBM, i'm looking hard at shorting this... the street luvs it but it's losing alot o' money and burning cash quickly.

The top execs are punks in their 30's who openly curse at employees... not that there's anything wrong with that.