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To: H James Morris who wrote (21492)10/13/1998 9:39:00 PM
From: Bill Harmond  Read Replies (3) | Respond to of 164684
 
>>You remind me of a gambler in a casino, that did fairly well.

With those four names, the more you play the more you win. There is a critical difference.

>>Now your running around looking for one more hot hand.

Running around? At some point I have to own them again. The financial stocks seem to be saying that the chance of a global meltdown has passed, and these four companies will continue growing at near their present rates regardless of the economy's growth rate.