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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Jenna who wrote (17763)10/29/1998 1:34:00 PM
From: Minos  Respond to of 120523
 
CSCO

Judy, Sonki or other CSCO players. I'm not like the action on CSCO today. Heard some negative hype about slower growth and thinner margins going forward. Am holding some Nov calls as position hold into earnings, but now am thinking of dumping. Your thoughts? Any insight would be appreciated.

TIA,

-Minos



To: Jenna who wrote (17763)10/29/1998 1:41:00 PM
From: Steven B. Jillson  Respond to of 120523
 
Thanks very much for the lesson. While I was trying to find any news to account for the drop, the answer was staring me in the face (the block sells you noted). I think also that I have shifted too far to the side of being forgiving of stocks that behave badly. In this market I may need to keep my traders hat on a little longer. In other words: Love'em and Leave'em!

Thanks and keep up the good work.

Steve



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