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Technology Stocks : PC Sector Round Table

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To: Sam who wrote (1971)10/19/1999 11:39:00 AM
From: Mark Oliver  Read Replies (1) of 2025
 
I thought I was the only one who sold stocks that continued to go up. Maybe we should work a strategy where you tell me what you are selling, and I buy it, and then I'll do the same for you.

My worst sell this year was HLIT after holding for 2+ years. Sold at 21 only to see it hit 150. Sure, I made nearly double, but... Later sold Checkpoint and watched it go from 40 to 90. Sold PHCM at average of 135, again double and it now trades 220.

In the mean time, my weeds continue to go to seed. You would think that should be like a split, but...

Here's an interesting article on passive components.

electronicnews.com

Regards,

Mark

PS I sold ANTC last week for 57 and TIVO for 43.
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