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To: MonsieurGonzo who wrote (5043)1/10/1999 5:16:00 PM
From: smolejv@gmx.net  Respond to of 11051
 
Sigh of relief, Steve. With all the pizzas and spaetzles flying around I had to get back in touch with reality.

Re structure of my portfolio (its one piece, no shades of grey or green to it) I am cca 50% in Hitecs and predominantly in calls.

I guess its now time to start moving somewhere else. Like out.

US looks great - am watching "Mr Smith goes to Washington" and feel good about Senate and such (...)

Talk to you some time soon. I have first to sleeee....

DJ



To: MonsieurGonzo who wrote (5043)1/11/1999 11:27:00 PM
From: smolejv@gmx.net  Respond to of 11051
 
invested at cca 105%

16% stock
7% blue chips
15% hi tech stock
12% inv. certificates
9% C
35% hi tech C
5% index C

Nothing to copy pls. 35% in Hitech calls is mainly due to CSCO. Am keeping ("let the profits run").

dj


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