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To: DanZ who wrote (44532)11/4/2002 1:22:46 PM
From: E.J. Neitz Jr  Read Replies (1) | Respond to of 53068
 
Dan, of course I will respond to your question. Your conduct, contribution, honesty and professionalism on this thread justifies a response.

First, I am holding 40+ positions. I have grouped those positions into 4 categories: 1)Hold longer-term and monitor 2) Hold until a double then evaluate day by day 3) upon a double exit entire position 4)exit very soon...monitor...already above break-even but fundamentals no longer justify holding, and already own financially stronger competitor in that industry group.

The easiest future sells are in group 4. I have two positions there. GLW and ITWO and both may be sold very very soon.

That about sums up my thoughts.



To: DanZ who wrote (44532)11/4/2002 3:27:04 PM
From: E.J. Neitz Jr  Read Replies (1) | Respond to of 53068
 
Category 4 stocks just exited:
Corning and I-2 Technologies.....Debt level on both a concern to me.