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To: ronayre who wrote (91534)	6/14/2001 9:44:53 AM
From: Roebear	Respond to of 95453

2Zron, Thanks for the post, which describes in detail my thesis for holding some OSX in a long term core position. Had I read that one before, it would have saved me that long post on MDD and as a matter of fact will probably post it there as a follow up. I've got to explain that for me, even a LT hold gets adjusted in size some if I can time it, for there is no reason to take a sizable trim job if you can see it coming and buy some of the shares back cheaper later on. Yet also am in the same position techie investors were 15 months ago, where the tax bite also has to be considered. You get a trim job either way, but you still get to choose the length of the cut, ggg. Having said that, my only LT OSX position at this time is TESOF, as I have been increasing my gold positions over the last quarter, while keeping a close watch on the energy sector and a few others. Best Regards, Roebear