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Technology Stocks : Adaptec (ADPT)
ADPT 18.04-0.2%Jan 14 3:59 PM EST

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To: SF TRADER who wrote (2979)7/15/1998 3:05:00 PM
From: Larry J.  Read Replies (1) of 5944
 
***OFF TOPIC*** SF Trader,re: "Do you sleep?" Between my two sons and my new puppy usually the only opportunity I have to catch up on SI, post, and research is after everyone else in the house is asleep (or from work as is the case now). Also since I'm in CA, (as are you ?) its really not that late.

I'm fortunate that my wife lets me handle all of the investment decisions and asks little or no questions re: specific holdings and whether we are up or down. I do tend to report the successful trades and shut-up on the dogs.....which I currently hold a few of.

I tend to lean towards tech stocks that have blown-up which often means that you jump in at what you think is a value and wait, and wait, and wait. Currently ADPT and CS are in that mode. I also have a large hold in RDRT which I am positive on and which seems to be breaking out. This strategy has worked pretty well, particularly with ASND.

I have added some ADPT recently @ 13 9/16, but am reluctant to add further until after earnings although its awfully tempting. (That being said, I just saw we're @ 14) GO ADPT!!!!!!!!! / INTC???

Regards,

Larry
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