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Technology Stocks : Stock Swap
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To: Proud_Infidel who wrote (15167)8/6/1998 2:19:00 PM
From: Andrew Vance  Read Replies (1) of 17305
 
*AV*--Thanks for reprinting that set of guidelines. I was trying to find out where I had them and it was in the Mission Statement all along. I would hope everyone evaluate their current portfolio against these guidelines.

Sonali and Chuck - Thanks for the comments.

To all - Thanks for the comments but it was not my intention to get those responses. I took a great deal of time (I did not even look how long) to formulate the response, for better or worse. As usual I went out on a limbr since the prudent thing to do would have been to advocate to take the losses and lick your wounds. But I truly believe the timing was poor and that in the long term it will pay off. We all know paper profits and losses are meaningless until you cash them out.

FWIW, both CFMT and CYMI are going in the right direction. No where near where I would like to see them for the author of the letter to me but at least they are doing something worthwhile.

Andrew
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