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Technology Stocks : Orbital science (ORB)

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To: RocketMan who wrote (1308)3/25/1998 9:55:00 AM
From: Gerald Walls  Read Replies (2) of 2394
 
Manager of Columbia Small Cap fund was just on CNBC. He said they've held the stock for four years and they started trimming their position at about 30.

"...valuation reflects all the good things we've always seen in it..." "...not comfortable now holding such a large position..." "...now 1% of portfolio ... would have been 5% if not trimmed..."
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