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Technology Stocks : General Magic
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To: John Madarasz who wrote (9906)1/16/2002 9:48:50 AM
From: dgurgel  Read Replies (1) of 10081
 
John M - Good call, good advice. Thank you.

I did an assessment of my portfolio after reading your post and after noting a growing number of commentators who were somewhat bearish. Sold off 35% of my common stocks just before the close on Thursday but held onto most of my SPWX, NUAN, and GMGC.

It's hard to find the level of investment where one is comfortable taking whatever the market has in store, but it is nice to be back down there.

I am quite confident in my GMGC trading position. I think Russian is a real master at keeping this thing bouncing around. Looking only for the 0.70 but will hold through any bounce until the next substantive announcement. If there is no news by next Wednesday, I expect that GMGC will observe the customary quiet period during the seven days before the CC.
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