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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
65	Oh Heck i might as well throw my 3c in the mix... B2B....as the internet expan	Jerry Olson	-	1/17/2000
64	Carl, don't be a stranger...nice list and great thoughts.... we're in	wlheatmoon	-	1/17/2000
63	NOK and TXN are fine by me...IBM is probably ok, but i think i prefer SUNW. ho	wlheatmoon	-	1/17/2000
62	$35? ho ho ho,,,,i'd load up on leaps if that were to occur. i agree that	wlheatmoon	-	1/17/2000
61	<i>No one is the end all of market wisdom ....not even Gilder... and not	wlheatmoon	-	1/17/2000
60	i think Tom's idea of 11:30 is good. i have noticed that stocks and the sp	wlheatmoon	-	1/17/2000
59	i would buy a third of each. i wouldn't buy just one. jdsu is the goril	wlheatmoon	-	1/17/2000
58	Why Big Blue ? In addition to the usual reasons i.e Servers, ecommerce etc ther	Mrjns	-	1/17/2000
57	I have just read the thread with keen interest and would like to participate. I	Carl van Rooyen	-	1/17/2000
56	INTEL,QCOM,Seimans Partnered/own Packet Video....!!!!! Ka Ching !!!!!>>&g	r.edwards	-	1/17/2000
55	Tom, <i>content, content, content</i>....they are so deep in it and	John Pitera	-	1/17/2000
54	If I was running YHOO .. I would be trying to find a way to add DIS to my lineu	John Pitera	-	1/17/2000
53	Both NWS and VIA look very good technically. Don't know enough about their	Jorj X Mckie	-	1/17/2000
52	IBM Technically very close to a break out. $124 and we will be in blue sky terr	Jorj X Mckie	-	1/17/2000
51	The idea of YHOO buying Disney is simply delicious. And no longer the stuff of	Jacques Chitte	-	1/16/2000
50	I have been long DIS since about 26. DIS is a compelling roll-up for one of t	John Pitera	-	1/16/2000
49	we all like NOK as a long-termer. TXN is something that tom as mentioned rece	John Pitera	-	1/16/2000
48	Yes, Mo is certainly something that I had been thinking of recommending in eith	John Pitera	-	1/16/2000
47	Yes, lots of hesitation on AOL....Let's buy when it hits $35. DIS, I like	Jorj X Mckie	-	1/16/2000
46	Kenneth, our client( or the composite profile of several clients) has come to u	John Pitera	-	1/16/2000
45	Mike, thanks for posting this key paragraph on CNXT. and Gary's point is o	John Pitera	-	1/16/2000
44	Mike, I agree Q ( formally know as QWST) is a buy.... for a long-term portfolio	John Pitera	-	1/16/2000
43	Tom, I though you would agree that WCOM is must own. do I see hesitation on A	John Pitera	-	1/16/2000
42	Mike, and A+ List of Idea's I really like them. luckily tomorrow is a holi	John Pitera	-	1/16/2000
41	How about some well positioned blue chippers such as IBM,NOK & TXN as the f	Mrjns	-	1/16/2000

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