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Technology Stocks : Linear Technology Corporation

LLTC 65.00

0.0%

Mar 20 5:00 PM EST

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To: Thomas Haegin who wrote (640)	1/18/1999 2:55:00 PM
From: PuddleGlum	of 754

Thomas- You echoed my sentiment exactly on many points in your message. Yes, valuation appears high, but a new upcycle appears to be underway. And yes, we tend to sell winners too soon. I'm looking at all those shares of RATL that I sold between $15 and $23 (still have a few share bought at $10), and I of course rue my selling decisions in some other companies as well. At any rate, my portfolio is improving in quality, but I still have a speculative edge to it. pg

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