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Strategies & Market Trends : Z PORTFOLIO -- Ignore unavailable to you. Want to Upgrade?

To: DanZ who wrote (1611)	4/25/1998 5:04:00 PM
From: Larry S.	Read Replies (1) \| Respond to of 11568

Chat BAY: Dan, i agree with your analysis of BAY. I sold it for the Z because I thought that the money could be better used for positions that showed better short term potential. I personally bot BAY near 30 and am holding. Maybe it's not appropriate to sell a Z position when holding a personal one, but I responded to several factors and am comfortable with the sell. I agree with Ron that BAY is a busted stock and it is hard to tell how long it will take to rebound. Additionally, I have/am sponsoring a lot of positions, and by selling BAY and OXY, hope to free up space and money for others to come forward with fresh ideas. I am sponsoring, CBS, LUV, and CPQ now, all of which i like very much. I also think NSCP and INTU are both breaking out BIG TIME and are great stocks to own and to trade. I personally have a position in all 5 of this stocks. Larrry