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To: re3 who wrote (121025)3/20/2001 2:32:25 PM
From: 16yearcycle  Read Replies (1) | Respond to of 164684
 
25% in oaklx..not one tech in that fund.
5% sp puts
10% a new position in firsthand leaders..all tech
15% more in various value stocks..lzb,kmp,pcc,pnp
all the rest in 40 tech stocks of nearly equal weight