Bill Wexler's Dog Pound Message Board

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Non-Tech : Bill Wexler's Dog Pound

REFR 1.410

-2.8%

Dec 23 9:30 AM EST

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To: Bill Wexler who wrote (2011)	7/13/1999 1:35:00 PM
From: BelowTheCrowd	of 10293

Bill, Good call on CSCO. Unfortuantely, my capital gains on this one are such that selling for a pullback is not wise. Better for me to just hold through any downturn or -- if things look like they'll get really bad -- just sell calls or buy puts as a hedge. Very much like my long term INTC position. Ditto on AMAT. I had alread trimmed back my position there several points back, and am content to keep holding some through whatever roughness hits. Still holding some of the smaller Semi cap equipment companies and lots of other stuff, but scaling back too. I have a feeling things won't get too bad right now. mg

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