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

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To: TLindt who wrote ()5/27/1998 2:42:00 PM
From: AugustWest  Read Replies (1) of 2882
 
FWIW, I vote to dump CYCH. Let's take our 20% and run? Any other thoughts? Seems the general concensus among various threads it that they are a drop in the bucket compared to their competitors. If ICVerify pans out, we'll have time to get back in to it.

I can't recall what we got into CYBG at, but perhaps we should reduce the security issues to one or two. I'd vote to get out of CHKPF also, but I bought a little more earlier today, and have averaged a 36 down to under 29, and I personally will ride it out. VRSN, has settled to a bottom support, and should also be watched closely.

Last one, FWIW, I think it's getting close to a good time to be heavy in cash. I'm not where I want to be yet, but ewith some stuff, I just can't won't let go. Others easy. Others, I just keep increasing my position. Guess this is what is meant by do or die.
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