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Technology Stocks : Wolf speed
WOLF 20.62+3.5%Nov 26 3:59 PM EST
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To: LindyBill who wrote (1916)2/8/2000 5:06:00 PM
From: Sunny  Read Replies (2) of 10713
 
Lindy, I agree that 75% Cree would not be as secure as a 75% QCOM was late last year. However, I would like to ask you a question about the application of the Russian Army approach to supporting your winners.

Using the Russian Army approach I reached a point where my basis in Cree is ~ 9% of my portfolio value at year end. Due to the run up it is now nearly 20%. Are you suggesting that you would sell a portion of a double because you were uncomfortable with the success?

Sunny
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