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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DownSouth who wrote (34429)11/7/2000 3:27:02 PM
From: Bretsky  Read Replies (2) of 54805
 
I TOOK ONE FOR THE TEAM,
And as a result hopefully CSCO will begin to rock again. I have a history of TERRIBLE timing in deciding when to sell, and since CSCO was about 30% of what I own, I decided to sell a bit over 5% of it before earnings. My selling should serve as an excellent buying indicator for those who don't have the stock yet or are looking to add.

Now I'm just trying to figure out if the concerns with PMCS/BRCM are real or bunk. Am considering adding to both.
Not sure what is a buy anymore in this market with the prices where they are. BTW, how is your research on VRTS going ?

Best Regards,
Bretsky
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