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To: carl a. mehr who wrote (72421)1/28/1999 10:32:00 PM
From: Jay  Read Replies (1) | Respond to of 186894
 
Carl Re "My portfolio percentage in Intel keeps shrinking in favor of CSCO, MSFT and DELL without any selling of my Intel shares."

How do you do it?

Good luck on the 100MM target :)!

What will you do if you get there?




To: carl a. mehr who wrote (72421)1/28/1999 11:35:00 PM
From: Paul Engel  Respond to of 186894
 
Carl - Re: " I can never thank you enough for giving that great drive by tour of the Cisco campus. "

Yes, that was a blast.

If you recall, we also drove around the AMD campus - or more apropros - AMD's RENTED office space !

I hope Sanders gets to sign the RENT CHECKS every month.

Paul



To: carl a. mehr who wrote (72421)1/29/1999 2:28:00 AM
From: Barry Grossman  Read Replies (1) | Respond to of 186894
 
carl,

You are missing some EMC in your ever-expanding portfolio.

Still time to get on board.

Check it out.

humbly,

Barry