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To: Richard Tsang who wrote (6345)5/20/1999 12:41:00 AM
From: Dale BakerRead Replies (1) | Respond to of 118717
 
Part of my mixing value and momentum in the portfolio. Ever since CMGI jumpstarted the portfolio last December, I have kept my respect for the role mo-mo stock can play. You get the occasional VUSA and MMPT but the others more than make up for it.

Investing on pure value terms in 1998 just wasn't cutting it for me. Good stockpicking in your bunch, though.

CNN reporting that AOL and AMZN each had 10.5 million people buying things on their service last month.

That's worth something.