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Pastimes : The Naked Truth - Big Kahuna a Myth -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (52894)	7/23/1999 11:39:00 AM
From: Defrocked	Read Replies (3) \| Respond to of 86076

FWIW, Threaders, I've completed some serious portfolio repositioning during the last few days. Except for a private placement all my telecommunication holdings have been liquidated as has most other holdings. Even custodial accounts, that would have suffered negative tax consequences from sales, are "protected" with Oct. call writings where possible. Basically I'm exiting this market till after October. Tis the asset preservation season again IMHO. And since I'll be travelling, chasing little white balls or challenging very large muskellunge during half that period I don't want to worry about it whatsoever. Given the risk/reward ratios, cash feels so comforting don't ya think???