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To: Sun Tzu who wrote (10045)	1/7/1999 4:22:00 PM
From: timbur	Read Replies (1) \| Respond to of 16960

Sun - How do you calculate the "risk-adjusted returns"? How do you estimate the risk factor? Please forgive my ignorance if this has already been discussed in your AOI thread. Timbur

To: Sun Tzu who wrote (10045)	1/7/1999 4:25:00 PM
From: Stuart C Hall	Read Replies (3) \| Respond to of 16960

OT - Sun, couldn't agree with you more regarding a balanced portfolio and risk adjusted return. However, there is one aspect I will take issue with and that is the future of the Internet. It will continue to grow exponentially and it will fundamentally change all we know about current economics. Keep in mind that every portfolio should have a portion dedicated to high risk and high return. ;-) I think we'll have a correction in February, cooling off of the AMZN's and then new AMZN's born and another period of unbridled growth. Get in and enjoy the ride. The Internet may be knocked around a bit BUT NOTHING WILL STOP IT. Every major company will be doing business online in the next 5 years. AMZN's and YHOO's will be bought by the TWX's of the world in the next 2-3 years. If they aren't then it may be the other way around!!! Like I said, Internets are a small part of my portfolio but they are the funnest part. Look at CMGI, ATHM and AMZN since Monday. ;-) Stop limits moved up and in place. Regards, Stuart