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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Night Writer who wrote (86300)10/31/2000 1:53:13 PM
From: Bosco  Read Replies (2) | Respond to of 97611
 
Hi NW - saw Joe B last nite on PBS NBR [do you write for the show <VBG>?] Didn't get the target, but he seems to be more into value tech [he cited MSFT and INTC] but wasn't high on CSCO [thought it was still too rich in valuation.] I think he said 40% in tech. He did not mention CPQ by name, but it is hard to find a better value tech all around <G>!

Obviously, I disagee with him since I am 150% all in tech, but a big bundle in NT

best, Bosco



To: Night Writer who wrote (86300)10/31/2000 2:02:24 PM
From: Loki  Read Replies (1) | Respond to of 97611
 
NW...RE: "So your portfolio should be looking up..."

Actually, my portfolio is looking up, now....at the break even point. <g>

Abbey Joseph Cohen expects the S&P 500 at 1575 by end of year.

Now for the big $ question..........how much longer should
I hold my CSCO? Sell before or after earnings release?

CPQ is staying in the portfolio.
Maybe sell some (2k of 9k) if it reaches the 40's.

I've been selling calls on it the last months.

Loki


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