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To: Gold Beach who wrote (2383)	4/16/1998 10:58:00 PM
From: Sonki	Read Replies (1) \| Respond to of 11568

which sel fund is fslcx? i have tons of sel funds but not lcx? u have done well w. csco. unfortunaltely for me, i am trying to keep a strict displine by not having more then 10% in one company. occasionaly some stocks run up and go over 10%. its easy to buy companies like wintelco but very difficult to find companies that you would want to put big money in for a long time. so i was forced to study drugs and i have pfe,wla mostly but have collected some lly and mrks. i have been in and out of neta and psft both execptionally great companies. i also held some ati in past. vtss never followed up. did you work at csco before? how come you hae so much in one company?