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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Randy Ellingson who wrote (4816)	1/13/2001 2:00:29 PM
From: Bill Harmond	Respond to of 57684

I don't calculate weightings any longer because it is too complicated for me to do it. My money is spread across four accounts, only two of which I manage directly. The other two are are in discretionary accounts who's managers check with me before making changes. As a matter of interest, those accounts have stayed fully-invested during this bear market by complete mutual agreement. Eyeballing it, I'd say that I have the most invested in Ariba, then OpenWave, then Nuance, then Interwoven, Broadvision and Vignette. I'm a strong believer in the leverage of the Internet, and, since Netscape in 1995, I have focused my money on early-stage leaders.