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To: Boplicity who wrote (9142)	1/22/2001 8:27:57 PM
From: Walter Xie	Read Replies (1) \| Respond to of 13572

The right thinking should be even if the economy as a whole will not fare well, there must be some sectors or leaders end up well for the year. Let's find them (or Greg please find them for us. <g>) W

To: Boplicity who wrote (9142)	1/23/2001 12:37:18 AM
From: Cactus Jack	Read Replies (1) \| Respond to of 13572

Greg, Do you follow OPWV? Impressive earnings report. jpgill

To: Boplicity who wrote (9142)	1/23/2001 8:37:09 AM
From: Sig	Read Replies (1) \| Respond to of 13572

Morning Greg: Some of the ways I use Yahoo finance portfolio: 1. Instead of stareing daily at red ink from old holdings like glw and dell I started over about a month ago and assumed I had paid that (later) price and entered it as the cost. By including 1 share of ^ixic at its value a month ago am able to see the progress of my stocks vrs performance of the Nas and using only one share does not distort the total portfolio gains . 2. Generally what I hold goes up 150% of percent of what the Nas does, ie, Nas up 1%, holdings up ~2%. Down for me is baaaaaaaaaaaaaaaaaaaaaad(g) as the reverse is true. 3. Of course this is no good for keeping track of trades, but it does display what would happen if one tries to buy and hold.. 4. In what I hold the Nas is up 5% and my holdings are up 10% which is just barely tolerable since it does not include trades - but if Plcm had not got killed on earnings date I could add 5%. 5. By entering 1 share of anything in the portfolio a person can keep track of the "what ifs" - that is what if I had bought the stock a month ago. I appeciate you comments about trying to buy low, if I am not bullish about a stock I would not be trying to buy it but putting in a buy order a much lower price than expected has worked well. And agree that buying at earnings time is hazardous, look at Jkhy and Plcm where insiders were eager to unload on the run-ups. I don't like buyouts so I don't trust AOL . Jdsu-Sdli, NB-Bac, Plcm- Accd, Cpq -Tan-Digital, they have not done well. Regards Sig