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To: Mark Fowler who wrote (117772)2/14/2001 10:32:33 PM
From: Robert Rose  Read Replies (1) | Respond to of 164684
 
seems to me it was not too long ago oct? that you "sold all." and yet you are still 10% tech invested? i do remember you buying yhoo shortly after (hate to guess what you paid for it). perhaps that is still a part of the 10%? at any rate, "selling all" is not easy to do immediately if one has much to work with.....

i'm sorry. you provide a lot of good info, but the above suggests that i have a problem always viewing it transparently.

just an observation based on probably 3 years of posts ....



To: Mark Fowler who wrote (117772)2/15/2001 7:33:06 AM
From: re3  Read Replies (1) | Respond to of 164684
 
<<<i'm more diversified now

and you think this will help you ?

i remember last year around this time, someone told me when the nas was around 5k that they were putting in 10k into a high tech nas fund. i told them they'd lose half their money, easy.

you'll lose half on this portfolio too...

particularly financials.


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