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Technology Stocks : Rockwell-Spins off Conexant (CNXT)

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To: David W. Taylor who wrote (1787)12/5/2000 10:41:58 AM
From: Chip Roos  Read Replies (1) of 2013
 
David:

"Right now I have no desire to burn my fingers in the market and so all of my positions are net short."

Don't answer your phone today - something about margin calls...

Seriously, timing is everything and although I realize you don't like CNXT as a holding, I think I jumped in at an opportune time and am wondering at what point you think would be a good time to exit. I always have a hard time walking away from a 25% gain in one week and miss upside by bailing too early but still interested in the specifics of why you are so down on this company.

Best regards,

Chip
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