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To: H James Morris who wrote (113197)12/21/2000 5:45:11 PM
From: Danny  Respond to of 164684
 
HJ, the portfolio had 10 stocks: AOL, MSFT, INTC, QCOM,
AMAT, BVSN, AKAM, CSCO, NT, NOK.

A few days ago, NOK was sold at 50 (after gaining 40%) and
repalced with BBY at 23.



To: H James Morris who wrote (113197)12/21/2000 5:50:57 PM
From: GST  Read Replies (2) | Respond to of 164684
 
Add these from Danny's "list of favorites" LU T BRCM YHOO EBAY CMGI INTC PFE MSFT AMZN QCOM CMRC ARBA ICGE PHCM EXDS JDSU