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To: Glenn D. Rudolph who wrote (8898)9/30/2001 1:20:08 AM
From: Bill Harmond  Respond to of 57684
 
see next



To: Glenn D. Rudolph who wrote (8898)9/30/2001 1:20:08 AM
From: Bill Harmond  Respond to of 57684
 
see next



To: Glenn D. Rudolph who wrote (8898)9/30/2001 1:21:39 AM
From: Bill Harmond  Read Replies (1) | Respond to of 57684
 
I did some trimming here and there to enable these latest trades, but haven't changed positions enough to matter.

For instance, eBay grew to be nearly 30% of my portfolio, so I have trimmed it back a bit to buy some of these fallen angels. Just 100 eBay buys over 2000 Ariba for example. That is certainly a worthy speculation, IMO.


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