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Strategies & Market Trends : e-Commerce the Next 100 Months...... -- Ignore unavailable to you. Want to Upgrade?

To: TLindt who wrote (676)	4/22/1998 6:07:00 PM
From: AugustWest	Read Replies (1) \| Respond to of 2882

What do you think of dumping CYBG? Maybe even trim some off of CHKPF and VRSN. I'll look at our purchase price in a minute. But I have had these thoughts of trimming CYBG huge after the run up to what 18. I think it closed at 13 somethin... after note*Yes, let's do somethin with it. we're up some 68%. Maybe kill half the position, or what ever you feel appropiate. Do we even need three ?

To: TLindt who wrote (676)	4/22/1998 6:19:00 PM
From: Andy Parham	Read Replies (1) \| Respond to of 2882

Thanks for selling CYCH was beginning to think that I may not have another chance to buy at 21 and something before earnings. Thanks again.

To: TLindt who wrote (676)	4/22/1998 7:01:00 PM
From: cm	Read Replies (1) \| Respond to of 2882

TLindt, Couldn't Agree More... Now, as for that "kiss of death" thing which I too have noted on the home page. Everybody and their cousin is talking about bubbles, tulips, and tops. (Sorry to note that EVEN I have stooped to such ruminations.) I'd really like to, without getting horribly side-tracked, hear some thoughts about WHEN and WHAT. It may be safe, for me and others, to just say we're in for some days of reckoning and wrecks. And that the carbonated Web players are ripe for such reckonings and wrecks. But, how 'bout some time frames and some specific stocks. Not that I'm interested in the least in shorting... just not my approach. So, I'm saying we're going to be hearing some horrible groaning sounds within A MONTH. As for the stocks, I'll save my guesses for a little later. Anyway, consider this a little sentiment poll. And, by all means, if you don't think the downdraft will be indiscriminate or will even be at all, please I'd love to hear your reasoning. I'm all ears. Personally, I wish I didn't feel a chill coming on. BTW, not to make too fine a point, I'm going ALL CASH, with the exception of some very pokey biotechs and a certain LONG position (maybe two LONG positions), by end of next week, I think. And, if according to your own lights, this isn't an appropriate venue for such a "poll," I apologize. Best Regards, c m