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To: E.J. Neitz Jr who wrote (44531)11/4/2002 12:45:16 PM
From: DanZ  Read Replies (2) | Respond to of 53068
 
Ed,

First, congratulations on your winning entries. It was hard to keep the faith amid all the bearishness, some of which was right here on this thread. I'm just curious what your target is on your positions, if you have one. Is it based on time to hold or percentage gain, or something else? If a position doubles in a few weeks and you were looking for a double in a year, would you still hold it? Not trying to bias you one way or the other. Just curious about your exit strategy. Please tell me to bug off if this question is too personal or just don't even reply. I wouldn't be offended in the least. Personally I'm thinking that some stocks, and in particular semiconductors, have come too far too fast. FWIW, I'm out of all my long semis for now and even shorted SMTC today. That stock has doubled in just a few weeks and is up 20% today.

Thanks,

Dan



To: E.J. Neitz Jr who wrote (44531)11/4/2002 12:58:21 PM
From: Ron McKinnon  Read Replies (1) | Respond to of 53068
 
my 2 cents
if I had a double after this huge ramp
I'd sell 20-25% of that position