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Technology Stocks : 3Com Corporation (COMS)
COMS 0.00130-18.8%Nov 7 11:47 AM EST

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To: Paul Merriwether who wrote (11216)12/2/1997 8:55:00 PM
From: Pancho Villa  Read Replies (2) of 45548
 
people who are usually long the stock. For example, I keep a position of about 5% of my equity portfolio. However due to the volatility of the stock, I sell when I think the price has gone up too much too fast. Also, when IMO the stock has gone down too much on no news I increase my position to around 10%.

In general long term for me means holding until IMO a drastic change in fundamentals has taken place.

Pancho
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