Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wexler who wrote (2011)	7/12/1999 6:55:00 PM
From: tom rusnak	Read Replies (1) \| Respond to of 10293

I am completely out of AMAT and CSCO Hi Bill, What about one of your other favorite longs INTC? They've had quite a run-up the last couple of weeks and they report on Wednesday. regards, tom

To: Bill Wexler who wrote (2011)	7/12/1999 7:42:00 PM
From: Bill Wexler	Read Replies (2) \| Respond to of 10293

What I think about when I'm not thinking about stocks.... Did Bob Marley rip off the bridge to Buffalo Soldier from the "Banana Splits" theme song? members.aol.com gunther.simplenet.com chelmsford.com

To: Bill Wexler who wrote (2011)	7/13/1999 1:35:00 PM
From: BelowTheCrowd	Respond to of 10293

Bill, Good call on CSCO. Unfortuantely, my capital gains on this one are such that selling for a pullback is not wise. Better for me to just hold through any downturn or -- if things look like they'll get really bad -- just sell calls or buy puts as a hedge. Very much like my long term INTC position. Ditto on AMAT. I had alread trimmed back my position there several points back, and am content to keep holding some through whatever roughness hits. Still holding some of the smaller Semi cap equipment companies and lots of other stuff, but scaling back too. I have a feeling things won't get too bad right now. mg