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Technology Stocks : Wolf speed

WOLF 17.76

-4.7%

3:59 PM EST

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To: Boplicity who wrote (2157)	2/19/2000 3:23:00 AM
From: stockman_scott	Read Replies (1) of 10714

<<I would like to see a show of hands on who has sold, and why.>> Greg: I will admit that at the beginning of the week CREE got to the point where it was over 1/3 of my total holdings. I cut my position back (to about 15% of total holdings) when CREE was in the $180-185 range. I still LOVE CREE's long term prospects and it is my largest core position. Yet, it made sense to diversify and add a little more Fiber to my diet <G>. I have recently added stocks like FBCE, IFCI and IMPT to my portfolio. IMO, 2000 will be a GREAT year for selective bandwidth and fiber optic stocks. Yet, CREE is still one of my favorites and it is early in its lifecycle. Good Luck Investing. Best Regards, Scott

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