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.

Technology Stocks : PC Sector Round Table -- Ignore unavailable to you. Want to Upgrade?

To: Mark Oliver who wrote (1882)	8/2/1999 11:56:00 AM
From: Yogi - Paul	Respond to of 2025

Mark, Yes, I have been adding to AT&T position. Significant holding now. Local access a non-issue (IMHO)...it'll get worked out. More generally, gradually selling position in Tiffany, gradually selling CTV, bought more EMC during recent weakness, holding IBM, bought a very small position in Dell and CPQ, bought a tiny position in Quantum (today), tempted by Seagate, bought Visual Networks, holding ANTC, holding GIC, looking at phone.com, ... on and on. Net result is I raised cash by 5% over last 3 months. Not really a significant amount. What I've been buying, has not been large new positions. Nothing really significant happening in my portfolio, Paul