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To: Bill Harmond who wrote (90591)1/10/2000 3:04:00 PM
From: Robert Rose  Read Replies (1) | Respond to of 164684
 
Well, regardless of portfolio theory, here's one stock you can be glad you dumped:

biz.yahoo.com

Now if you ever rebuy, I will get seriously concerned! <g>



To: Bill Harmond who wrote (90591)1/10/2000 3:10:00 PM
From: fedhead  Read Replies (1) | Respond to of 164684
 
I wonder at what point the bond yields will start mattering to this market. In any case I am now in 50 %
cash. Will let the rest ride. I saw full page job ads in
the SJ mercury by Lam Research, Micron, LSI logic etc. I
guess the business for the semiconductor companies is
booming. BRCM , EXDS hit new highs today.

Thanks
Anindo



To: Bill Harmond who wrote (90591)1/10/2000 3:23:00 PM
From: H James Morris  Respond to of 164684
 
>I frankly think being up to one's ass is any stock is a liability now.
Not if up to one's ass is *one* share.



To: Bill Harmond who wrote (90591)1/10/2000 3:38:00 PM
From: H James Morris  Respond to of 164684
 
William, by the end of this spring I will reduce my speculation portfolio substantially.
Ps
I bought Glenayre (Gems) @ 3 and sold it @ 9. Look at it now.:-(



To: Bill Harmond who wrote (90591)1/10/2000 4:04:00 PM
From: H James Morris  Read Replies (1) | Respond to of 164684
 
William, bought Aol 70 calls. Do you think I'm crazy?



To: Bill Harmond who wrote (90591)1/10/2000 4:30:00 PM
From: 16yearcycle  Read Replies (1) | Respond to of 164684
 


If yields and stocks keep going up, the innocents are not going to know what hit them. The pendulum has gone too far. We need a correction and we need it now.

Gene, who is 30x long, 5x short and 8x cash.