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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: chic_hearne who wrote (7230)7/30/2000 5:23:22 PM
From: patron_anejo_por_favor  Read Replies (2) of 436258
 
Chic: I don't hold 'em that long. IMO, we will tank between now and October, and IBM is a big, bloated basketball without revenue growth. They've tortured their balance sheet untill it confessed so many times that Amnesty International is on the case. I think I'll be OK. Trust me, the position size is small enough (<5% of holdings) that it ain't gonna bust me out if it moves wrong. BTW, you got any new candidates (we've discussed INTC and MU I believe)? I may actually look at VTSS for a long wild-assed speculation (S&P inclusion candidate) if they get hammered down into the 40's here). Otherwise, watching and waiting.....
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