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To: kas1 who wrote (7115)3/15/2001 7:46:36 PM
From: SecularBull  Read Replies (1) | Respond to of 10934
 
My time horizon (and diversification of assets and income) allow me to sleep at night even if this thing goes to $5. The reason that I no longer care, is because I gave up trying for the quick buck here. This thing will be a huge reward for the patient investor.

~SB~



To: kas1 who wrote (7115)3/15/2001 7:55:28 PM
From: Uncle Frank  Read Replies (1) | Respond to of 10934
 
>> FWIW, my IRA is still 100% (yes, one hundred percent) NTAP, and I intend to keep it that way. I am still weighing whether I should sell the rest I have in my regular portfolio, or keep holding.

Jmho, but from a portfolio management standpoint, it would make seem to more sense to sell the stock in your ira than that which you hold in your unsheltered account. In the latter case there would be tax liability if you had profits, or wash rule restrictions in the event you had losses. As well, if you think ntap will recover, it would be beneficial to retain the holding period in your unsheltered account so that future profits would be long term.

>> Selling? Holding on? Buying more? Head-in-the-sand?

Holding, buying more, and writing covered calls to lower the cost of ownership.

Plus burying my head in the sand <gg>.

uf



To: kas1 who wrote (7115)3/15/2001 7:56:49 PM
From: SecularBull  Read Replies (1) | Respond to of 10934
 
I would not advocate 100% in anything (except when I was doing it in DELL!).

Regards,

~SB~