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Technology Stocks : Network Appliance
NTAP 112.19+3.0%3:18 PM EST

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To: Uncle Frank who wrote (7121)3/15/2001 7:59:19 PM
From: kas1  Read Replies (2) of 10934
 
Jmho, but from a portfolio management standpoint, it would make seem to more sense to sell the stock in your ira than that which you hold in your unsheltered account

You are absolutely correct, based on the limited information I gave you. Spot on. However, for other personal financial (and psychological) reasons, largely having to do with comparative size of my regular vs IRA account, what I did made sense to me.

Holding, buying more, and writing covered calls to lower the cost of ownership

Hmm, I remember when you advised doing that about a hundred points ago. Shoulda woulda coulda. :-) Well, I'm waiting and watching, and maybe in a few months this thing will recover en toto, and we'll all have a good laugh over my skittishness.

Where's DS, btw? Maybe I'll see him down at the plasma center. :-)
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