e-Commerce the Next 100 Months...... Message Board

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Strategies & Market Trends : e-Commerce the Next 100 Months......

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To: cm who wrote (675)	4/22/1998 5:51:00 PM
From: TLindt	Read Replies (3) of 2882

You guys & gals noticed that the e-commerce thread has been marked by SI as the kiss of death? Being overvalued? If you haven't go to the home page of SI the radar is on. Caused me to look the portfolio over....we've taken a good chunk out of the Market already on some of our high flyers...but if you folks would like to stay near the 30% and over trim, I see we should take profits on CYCH and OMKT. Let me know........I'd like to build up cash as a percent of the overall portfolio so we could reinvest down the road, and get a few more issues on the table. The last thing I want is to lose the 30%+ overall gains we've made in the last 6 to 7 weeks. Let's sell some?

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