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

To: Andy Parham who wrote (678)	4/22/1998 6:30:00 PM
From: TLindt	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. Haven't sold it yet, I'm waiting for thread comments....I just look at our gains and cash position. We've got 97 months to go with our portfolio, we don't need to make it all in a week. If I don't get some comments on the portfolio as it currently stands......then it will say as it is. Part of the reason for this thread is to 'discover' and then to 'position', because unlike the real world the 20K we started with in our model portfolio is fixed..ie you can't make more money and put into it. We have to deal with the 20K that has been hypothetically been given to us. If we get wacked now....it could take a long time to come back. So any of you that have said put this one or that one in the portfolio...if you've taken profits...you owe it to this thread to come back and say so....less we get trampled and left without cash to buy when the market it right. On that line of thinking I admire cm, because he went forward back into SEEK without telling us to do the same....I think he understands we are on limited resources here....and to a degree we have to be conservative.