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Technology Stocks : CheckFree (CKFR) -- Ignore unavailable to you. Want to Upgrade?


To: Robert Gintel who wrote (1522)2/5/1998 2:09:00 PM
From: pat mudge  Read Replies (1) | Respond to of 8545
 
Robert --

Your words are right up there with Henry's in terms of instilling confidence. In this case the parallels to the battle at Agincourt are not far off if we equate MSFT to the French --- larger forces, intimidating reputations, arrogance. Little did the French realize the English had the long bow and used it with precision. That and unwavering confidence in their leader won the day.

Thanks for posting the institutional holdings. As much work as anyone on the retail level does it still doesn't equate to having the affirmation of the pros.

I doubled my position in the mid 22s and barring anything negative on a global scale, am quite confident there'll be no looking back.

Regards,

Pat



To: Robert Gintel who wrote (1522)2/5/1998 2:30:00 PM
From: Jumper  Respond to of 8545
 
Thank you for the inspiring post to the thread Mr. Gintel,

I will continue to bake and toss pies into the face of the competition whenever the opportunity presents itself.

We all need to do our part :)

Jumper



To: Robert Gintel who wrote (1522)2/5/1998 10:07:00 PM
From: chirodoc  Read Replies (1) | Respond to of 8545
 
A Study in Microsoftology

<<<<<It sure is an exciting company to be invested in.

another wise post mr. gintel!!

i think that a lot of the weak hands get frightened every time bill gates sneezes. well, ckfr growing this fast is, in my humble opinion, better than a lemon marengue pie in the face. the big bully is getting his pei-in-the-face in the e-commerce world by ckfr and their excellent managers. where would AOL, YHOO, etc. be if they got scared of that nearsighted bully?

the moral of the story is that every time bill tries to scare the markets, it is a buying opportunity. i was happy that i bought in at 17, added in the low 20's and am still holding.

my only question is this: i have been told that to reduce risk in my portfolio, no stock should be more than 10% of holdings. that makes me want to sell a bit at the peak once it runs up to protect myself. does this make sense to you?

my intuition says to let this baby grow but the book says to sell down to 10%--what do you think wise man?



To: Robert Gintel who wrote (1522)2/5/1998 11:25:00 PM
From: David H. Zimmer  Read Replies (1) | Respond to of 8545
 
Robert Gintel:

It is my guess, from your past history that your intention with CKFR is long term and that you will continue to add to your position on dips.

If that is the case, we who live and operate in Greenwich will more than likely end up in control of the company within the next year. That is if CKFR shows any dips where accumulation can take place.

No doubt about it, Friday January 16, 1998 @ approximately 10:30 PM, both you, me and undoubtedly Volpe were in the market. Someday I will figure out why Lehman keeps away from this stock, but they were some of the reason that the bottom was dropping out late the day before and early that same morning. I guess we all owe some thanks to Lehman.

CKFR put in a volume-based technical reversal pattern on January 16th and has the ability to complete a point and figure reversal over the next few days. No major sellers on the horizon. This security is starting to remind me of ICIX and some of the other CLECs which helped to build my book and my reputation.

I look forward to meeting you in the near future. We live close and work even closer to each other. Thanks for your postings and for your interest in CKFR.

David Zimmer