Hi MeDroogies, Thank you for the disclosure.
What you have been saying now makes vastly more sense, especially for those seduced to LTB&H. I am now 100% absolutely in agreement with you; having done pretty much the same trade on all tech shares over the past few years, and having started unloading December 1999.
I also think the future is extremely bright for tech, Oracle, INTC, CSCO, etc etc, and getting brighter with each passing day and each downward tick. Further more, I do not care that if my "pessimistic" targets for the indices never gets achieved, as I will simply evaluate the developing situation as, guess what, they develop.
I think disclosure is important so that folks reading our rantings can put matters in context. To simply say ORCL is a buy or hold can be very misleading.
Chugs, Jay |