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To: Noneyet who wrote (34494)	1/2/2001 2:23:12 PM
From: jambo-bwana	Read Replies (2) \| Respond to of 35685

Hi Tom, Re the "dubya" effect on the market, we have some illustrious company within the ranks of those who feel that he would be good for the market: Message 14808218 Yes, and this is Frank's portfolio as of late November: Message 14881672 Now keep in mind that UF is a ltb&h gorilla investor but under the guise of portfolio management he reallocates his portfolio (but still maintains that his ltb&h philosophy is not violated) - so for all one knows he probably sold everything at the recent highs and is cash rich and waiting to do his next portfolio reallocation! But in case he stayed with it - his portfolio is down today by about 10% or so (as of now) even though the Composite is down about 6%. But this is one of those times when one should not use the Composite as a benchmark - let's use it for comparison purposes when the result presents gorilla gaming and his portfolio in a favorable light -g- Happy new year to all jambo-bwana in type 3 mode