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Adam, Hi, I was out of town a bit last week & I've been really busy so I haven't been keeping up as I like to.....I am NOT selling my IDTI....come hell or high water short term, I still like it for 1 yr. from now. XLNX, (you clever one, you remember) I sold at 42+ a mere few trading days before the recent crash. I bought it on 1/11/96 at 32, so I am very happy with the trade as it turned out. Now I want to buy XLNX back, because I really like the company. But I did sell SUPX a bit too soon (I still made a bundle) as it has been really showing some strength lately (Ronnie do you still have it?). LSI looks good to me longer term, short term as do so many semis it has a lot of overhead resistence, which bites but I notice today that they are buying back some (4,000,000) shares due to the bashing of the stock price recently - that can't hurt! I am wary of the market, typically at this time of year - most of the earnings news is out and things can languish. We need another interest rate cut at the end of this month. |
