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: Campbell Scott who wrote (6086)	1/14/2000 10:40:00 PM
From: Bill Wexler	Read Replies (1) \| Respond to of 10293

I like MO and think it should be held for the long term...understanding the liability risk is very real - and that's exactly why you're getting a great price. COST is going much higher and should be held. On a significant pullback I would buy much more. I really like NOK, but all tech is making me nervous in this interest rate environment. So far, I've been wrong to unload tech...we'll see. In any case, NOK (the business...I don't know about the stock)should continue to do very well, I would add a lot of stock if I could get better prices to offset the interest rate risk. I also like SUNW...an amazing business. I also hedged and unloaded some, but I wonder if in this particular case I may have acted a bit too hastily. It seems clear the stock will easily cross 100 a share.