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Technology Stocks : Intel Corporation (INTC)
INTC 36.27+3.3%10:27 AM EST

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To: Jacques Newey who wrote (87281)8/30/1999 4:34:00 AM
From: Amy J  Read Replies (1) of 186894
 
Hi Jacques, Re: "you read Robert Hagstrom's new book "The Warren Buffet Portfolio"? Amy, I would highly recommend the book"

Your post prompted me to purchase his first book.

Re: "if you are trying to decide whether to "lighten up" following the recent INTC price run."

Actually, I have a hard time selling INTC. I almost need encouragement to sell it because it is truly one of the best long-term investments. In this particular situation, I had bought more than usual on the last dip (the prices were getting better and better), and so, now, I sold and wrote calls on a little bit of this over the last few days. I never sell core Intel holdings, just a portion of a part which I pick up on dips.

Re: "Hagstrom's book proposes a "focused" approach"

- On core holdings, I agree.

Amy J
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