Keith: I agree with you.
Regardless of what Bob Brinker or anyone else thinks, there are so many moves we can make that may very well serve sooner or later prove to shoot ourselves in the feet <g> sorry, that was awkward ... you know, "to shoot oneself in the foot."
I am not of the mind to sell long term holds in ANY correction; I mean by LT holds those 2-3 years. The "anchors." The MSFTs, INTCs, SUNWs, CSCOs, IBM and MOT even, WCOM, AMAT, DELL (for me), oops and TXN I think real strong, etc.
Ones I struggle with are the JDSUs, the RMBSs, the TQNTs, the RFMDs.
Then ya got the ELONs, the LPTHs.
For this timid type, am very skittish about what the next three months will bring. But under no circumstances will I sell big, long-term positions.
For what that's worth.
Best,
b-i-a
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