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To: John Pitera who wrote (29775)4/1/1999 2:47:00 PM
From: MythMan  Read Replies (1) | Respond to of 86076
 
>>Tech guru John Leo, manager of the Northern Technology Fund, returned a whopping 83% to investors in 99'. He modestly points out that "we were in the right places last year." <<

Glad to see he hit his '99 targets already -g-
His fund is going to get mowed in the next 1-20 trading days. If he runs a tech fund and has semis, he has to own those pos's. Fleck talks about being able to tell stories. This constant amat reiterate is IMO a story. getting more rec's than the real pos's.