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Technology Stocks : Nortel Networks (NT)
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To: Ian@SI who wrote (7257)10/11/2000 12:51:27 PM
From: Bosco  Read Replies (1) of 14638
 
Hi Ian - in the case, you ve stronger will power than me. I am not too level headed :). I do agree that the reasons behind the action are the important part. If the story remains, I will try to stay the course. If the story changes, I will reevaluate. At least that is the idealized scenario. That said, too many good stocks and too little resources, so sometimes it is not a bad thing to swap for better holdings, should the opportunity arise. But of course, it blows up in my face a lot of time :).

With regard to NT, I ve a huge core position. It is for keeps. Occasionally, I may trade a few shares to make up for losses elsewhere

best, Bosco
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