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Non-Tech : The Critical Investing Workshop

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To: Voltaire who wrote (12730)4/13/2000 3:47:00 PM
From: mtnlady   of 35685
 
I just had the most interesting phone call from DLJDirect. Get this.. they just raised the margin limits on NTAP and SEBL - not across the board mind you.. just for me! Lol! They said I had a "highly concentrated position" in these stocks. They also suggested I sell some.. I kindly refused that suggestion and told them there was a very good reason why I had a "highly concentrated position" in those shares! Lol! Actually from a percentage of my portfolio's standpoint I have rotated money out of the 2nd tier stuff and into JDSU, NTAP, SEBL, CREE and NT. So all five of these are "concentrated positions" ... (i.e. my % of NTAP compared to my portfolio is about the same as a few week back). Me thinks the real issue is that they would love to have more of these shares in circulation... I really don't believe the issue is 'highly concentrated positions..'
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