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To: Mao II who wrote (2538)1/11/1999 8:17:00 AM
From: Dale BakerRead Replies (2) | Respond to of 118717
 
Hi M2, I am back on-line now in Texas. I hate flying more every time I have to do it now.

Monday moves - Selling half my CMGI at the open to increase my comfort level, and using the proceeds to buy BEARX, the Prudent Bear Fund. It's the simplest hedge I can think of to holding Internuts long. Downside is not too bad and it could double in a market correction. BEARX will be about 5% of the portfolio.

Good luck today.


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