Page 71

7:30 [yellow]Go over "Routine" to verify that my
database does all to assist me in
vigilance that MSFT is not overpriced,
and I need not, and should not (for security)
write a strategy. But that strategy
must therefore be
simple, easy to remember
self sustaining during disability.

Yes, my Routine seems to provide this.[/yellow]

8:00 Shower. -----

8:30 [yellow]Watch WSW critically,[/yellow] as a use of time

[group]Semi-jocular intro, to warm up viewers.
Recap of the week
Each panelists current opinions
A round of viewer questions.[/group][comment]Elementary[/comment]
Intro segment to Special Guest
Special Guest

9:00 Watch pieces again.
[group]Notice Lewis mentions [yellow]GOLD price[/yellow] during INTRO,
and I decide to add it to daily price list, as
Barrons doesn't include weekly range.[/group]
Decide to change VCR to begin recording
at Viewer Questions, at 8:40. Avoid BS.

[yellow]Look at Autumn '88 see if my ideas
have simplified enough that I don't need
to write a strategy...looks that way.
Add GOld Prices for past week to list. It's a
good way to sense what dollar is worth.[/yellow]

10:30 Finish Chap 23 "Cavity" of Bonfire

-----

11:15 To bed. [orange]"There's hardly any math in my study anymore.[/orange]

SAT MAR 4 '89

6:30 [orange]Realize my study is more about
structure + relationships of data
rather than
the mathematics[/orange]
of competition in securities pricing.
Last summer there was quite a bit of math,
but since then, it's a matter of [orange]structure[/orange]
and how to act (or not act) based on [orange]relationships.[/orange]
[yellow]My database + graphics manifest these for me
so I don't need to keep the basis written out here.[/yellow]
[orange]Add to yesterday's "Work" note.[/orange]

9:00 [blue] Pull down Seattle 83 Sil Vly '84 + Puget Sound '81.[/blue]
Jorge calls. Going to SF. Out of work again.
[blue]Take [Seattle 83, Sil Vly '84 + Puget Sound '81] in storage.[/blue]

10:15 Look at HBS Finance back a bit. [yellow]Should read Ch 17 later today[/yellow]
Came across [yellow]notes[/yellow] from the period that have
been [yellow]sitting atop shelf[/yellow] a long time. Read [yellow]later[/yellow]

[blue]Move some generic mgt books for computer shelf
to HBS Mgt Shelf... Decide to moved duplicate copies
of Stock mkt Logic + Srk Mkr Prob'y (yuk!) + TI Calc Methods to Storage[/blue]