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Strategies & Market Trends : Rande Is . . . HOME

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To: Rande Is who wrote (20077)	2/7/2000 7:26:00 PM
From: David C	Read Replies (1) of 57584

Thoughts on Lptha upside vs downside I agree that more than 15% of your portfolio being put into LPTHA at 37 would be a RISKY move. However if you sold way too early on LPTHA,like I did. Another initial long term core position could be considered here,say 5% of portfolio, that can be averaged down if we see 25 again before we see 50. I entered a new long term core position today at 33 and I a tickled that I did. IF Lptha comes back to 25 over next month or so I will double down. The future is just too bright for lightpath, to let this one run away from me. Just a tempering thought. LOL Dave C

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