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To: E. Graphs who wrote (1353)5/8/2000 1:36:00 PM
From: Alan C. Zezula  Read Replies (2) | Respond to of 4564
 
Hi E.,

By going long, how far out time wise do you keep stocks long term? Is it over a year or over a period of months? Just curious as to what your definition of long term is.

As you know for cb and myself any option held over 24 hours is lt <ggg>.

Secondly don't you think the Barron's article on CSCO is over done. I understand their concerns re: the PE etc. But I have great faith in John Chambers and his management team which is my main reason for buying the stk.

Do you ever buy stks. like Sunw, Csco, Orcl, Intc etc. or do you consider them too over valued?

Thanx for your opinions.

Al