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To: freeus who wrote (4060)	10/10/2001 9:41:04 AM
From: Sig	Read Replies (2) \| Respond to of 13815

<<How long are you holding most of your stocks? And do you hold more than two or three at one time?>> I hold 8 to 15 stocks. Dell for 8 years. The others from 4 hours to 6 months I sell for maybe three reasons. 1. If buying power goes down to less than desired, which occurs when I get carried away and buy too much I will sell 1/2 of my position in 5 stocks today for that reason only, and will buy some HDI( hahahaha) 2. If the stock goes nowhere except sideways or down after I bought it ( happens often) 3. When I buy calls I often put in a sell at higher price 5 minutes later so some get sold. 4. If a stock splits, one should always sell. If its still OK for some time after the split, buy it back ( try that one on the last split of any tech-Qcom,Yahoo,Dell, Cpq, Intc, Msft. etc) Sig

To: freeus who wrote (4060)	10/13/2001 1:35:45 AM
From: Sig	Respond to of 13815

Re (Selling, contd) Buying is easy part. Selling is over 60% of the game Today I sold all of 7 stocks,or 1/2 my 14 holdings Mims, lll,Edo, Atk, Hdi, Noc, brpx (?) all gone, and 1/2 the Atpx Why sell? 1. Wanted more buying power and also to take profits. 2.. Rotation to defense was probably overdone,( We are not losing any major military equipment "over there") 3. These stocks were starting to drop off, and money coming into market today went into a different segment Having sold, I had surplus funds, so added to Dell, Tsco, Ally, Plcm, Sdix, and bgt some Aatk My only holding in Jnpr is calls, sold 2 for about 300% gain, bgt 2 more. Did I sell too soon and will those I sold continue up? I dont know, but some will and they are gone from my portfolio so it wont bug me if they do. If they drop, I may even buy them back next week Conclusion: 1. Am no longer a buy-and- hold kinda guy and a month from now may only have three of these stocks left. Dell, probably some Ally, maybe Plcm, and my biggest holding not shown here. 2. I cant say much to help in selling for which you best develop your own rules. Generally we agree to keep the margin under control and to take profits when offered(G) 3. One should always sell at a stock split or in a company buyout/ combination. For confirmation consider: The Buyout of Sdli by Jdsu Combinations of Bac/NB, Hwp/cpq. Split of most any tech stock ( qcom, NT, Jdsu, Dell, Yhoo, etc). or even Kkd Regards Sig .