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To: Uncle Frank who wrote (7647)4/10/2001 3:22:18 PM
From: SecularBull  Respond to of 10934
 
I've decided to get back to a few stocks that I can follow well.

I have sufficient investments/income outside of the market to qualify me as diversified in my mind.

My other substantial play in the market is ITWO.

I suspect that one if not both of these will qualify as the "next DELL". I've invested much more in these guys at these market caps than I did in DELL in March '96. Judging by that degree of success, I expect to want for nothing (other than a Gulfstream V).

~SB~



To: Uncle Frank who wrote (7647)4/10/2001 5:21:27 PM
From: BirdDog  Respond to of 10934
 
...given up all pretense of diversification?

Diversification? What's that?

BirdDog@probablysomethinggrandmadoes...