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To: ild who wrote (104152)5/22/2001 11:06:05 PM
From: patron_anejo_por_favor  Respond to of 436258
 
Nope. One can only imagine what running $100 billion must be like...you can't even look at stocks with less than $5-10 billion in market cap. More or less the S&P 500 is his universe....overweight some, underweight others and try not to p*ss off the share/bag-holders too much.

He's done a decent job, and he's right to underweight tech now and for the forseeable future, IMO.