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Strategies & Market Trends
The New Millenium Portfolio

An SI Board Since January 2000

Posts	SubjectMarks	Bans
540	25	0

Emcee: John Pitera	Type: Unmoderated

Introduction Compact

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Reply	Message Preview	From	Recs	Posted
40	My type of portfolio would look very different than yours. MSFT CSCO INTC GE T	Terror	-	1/16/2000
39	For the REIT portion consider MO instead. REIT-like income with capital growth	Jacques Chitte	-	1/16/2000
38	Five million bucks to spend , what a horrible dilema (tonqe in cheek very far)	Kenneth Olson	-	1/16/2000
37	tom, i think a position in those two companies are very worthwhile. they are	wlheatmoon	-	1/16/2000
36	<i>leading vendor of OC192 silicon for use in opitcal networks and upcomi	wlheatmoon	-	1/16/2000
35	MKC, You should add (or guilder should) that CNXT is a leading vendor of OC192	The Phoenix	-	1/16/2000
34	Just to diversify a little and to go with the buy low philosophy... What about	Jorj X Mckie	-	1/15/2000
33	WCOM--buy and ignore...buy more if it drops. here's the tidbit from Gilder	wlheatmoon	-	1/15/2000
32	the stock formerly known as QWST is a buy regardless of what Gilder says...-g-	wlheatmoon	-	1/15/2000
31	Thats ok. I've disagreed with him before too but he does give some good f	Logain Ablar	-	1/15/2000
30	thank you for the information. i don't know that i agree, but that's o	wlheatmoon	-	1/15/2000
29	Mike: <i> HLIT has been running between 78-95 for a bit. it was a little	Logain Ablar	-	1/15/2000
28	Yes, I agree that WCOM is a must own stock. AOL.....	Jorj X Mckie	-	1/15/2000
27	Q being QWST.	Jorj X Mckie	-	1/15/2000
26	john, i see you and tom have been busy. i like the things you have discussed.	wlheatmoon	-	1/15/2000
25	Tom, mike and I like to buy them as low as we can get them when they are on the	John Pitera	-	1/15/2000
24	Q being QWST or QCOM?	KM	-	1/15/2000
23	I would like to see WCOM get to $53 and then pull back to 50 before diving in.	Jorj X Mckie	-	1/15/2000
22	OK on SCH. How about we buy some WCOM in our buy and hold account it's dow	John Pitera	-	1/15/2000
21	If SCH is flat at open on Tuesday, then we can by then. If it has spiked on the	Jorj X Mckie	-	1/15/2000
20	a very nice idea lets buy half of 80K on monday.... what time shall we buy?? 1	John Pitera	-	1/15/2000
19	Happy, I have worked with some of these strategies previously. I think that we	John Pitera	-	1/15/2000
18	hmmmm....can we take a half position on SCH? On P&F it broke out significa	Jorj X Mckie	-	1/15/2000
17	Tom, I agree with your philosophy of not buying during the first hour...what ti	John Pitera	-	1/15/2000
16	I don't like to buy anything in the first hour of trading, unless I am goin	Jorj X Mckie	-	1/15/2000

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