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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: LindyBill who wrote (3487)	7/6/1999 7:27:00 PM
From: Len	Read Replies (3) \| Respond to of 54805

LindyBill, It looks pretty bad in the short run. I guess NEON is projecting a loss instead of anticipated earnings of around .12. The good news is that revenues more than doubled over Q2 '98 and loss was due to infrastructure buildout and some anticipated sales did not close. After hours trading has the stock at about $20. I have a big loss if I sell. But, NEON is acting like an Inet. Revenue is growing and profits are delayed while the infrastructure is built. I am tempted to sell but will not because there is no evidence that this will not be a long term winner. Thoughts?? Len

To: LindyBill who wrote (3487)	7/6/1999 7:43:00 PM
From: Jill	Read Replies (1) \| Respond to of 54805

LindyBill...does it count if a woman belatedly takes the good advice of an intelligent fellow? I've sold off all DELL except core holdings that are still up 250% and no point to sell and face cap gains on that, besides I want a bit of DELL. Thus I have indeed taken a loss but I already made back some today buying EELN. I think I am also going to buy back a DELL 01 55 put I sold, it earned me a teeny bit, and maybe sell a QCOM put, something edamo suggested to me. I like selling puts. Jill