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To: B Tate who wrote (6229)5/18/1999 4:45:00 AM
From: Dale BakerRead Replies (1) | Respond to of 118717
 
Too busy for ST - I have a weekend trip starting Friday afternoon then a week later I'm off to Washington for a week. Between that, another column for tigerinvestor.com and my usual work, I can't see squeezing in much TA for the moment.

What's hot - SILK was a real screamer, looking more and more like EPAY. I sold half at 50 after buying at 28. Nibbled on some MSFT and doubled up on LWIN at 15 1/4 just before Anthony's crowd dived in en masse and ran it back up to 18 3/4. The Internuts started to revive on Monday led by AOL and CMGI. BTGC had a nice move up too. Bailed on NVLS and CBUK. Also sold half my URBN at 24 1/2 then it ran to 26 1/2. SILK and URBN went into the Core Holdings along with MSFT. The Core is now almost 50% of the portfolio.

In short, the world did not come to an end. The Fed's expected bias announcement today should be a complete anticlimax.

How's that?