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To: Paul Engel who wrote (63517)8/29/1998 10:25:00 AM
From: Thomas J Pittman  Read Replies (1) | Respond to of 186894
 
I did sell one bad pick to shelter the normal 3K, but
no, for the most part, my gains will not be taxed due to
other, non stock, circumstances.

My other sale was Coherent (symbol COHR) which disappointed
me greatly this past year. It blamed all on Asia, but
I am not convinced.

Brian,
I continue to hold Lam Research, though it is down from
my basis of about 24. I do wish I owned AMAT instead,
but expect to see a substantial profit a few years out
(but I do wish Cary would come back and reassure me from
time to time.)

I do have to admit, that the oil service sector (RIG in
particular) is making me want to tap my profits for another
go 'round. Something about falling knives, though.....

Good luck to all.

J