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To: jim kelley who wrote (51465)3/11/1999 3:21:00 PM
From: John Koligman  Read Replies (1) | Respond to of 132070
 
I thought you kept up with the CPQ thread, but I guess maybe you don't. If you did, you would have seen the following posts (note the dates)... Out of CPQ totally at 48. Also out of two position trades in Dell. In fact, out of most of my techs (AMAT sold recently at 68). Still own Intel. Into Halliburton at 28 and change a short while ago. No Jim, I'm not interested in your money, I'm only
interested in making enough at this game so that I can live off it. So far, so good! It is nice to expose BS on the threads though!! Any other questions????

John

To: Elwood P. Dowd (48674 )
From: John Koligman
Wednesday, Feb 17 1999 11:04PM ET
Reply # of 52830

Hi Elwood,

I cleared out right around the time of this post to you. I also bailed on a
position trade in Dell not long after. Only tech I'm still holding is AMAT and
INTC. I also sold LSI not long ago, but missed some of LSI's move to the mid
20's. I would like to trade CPQ again though. I did not bail due to any
'predictive genius' on my part, I just felt the techs had quite a move, was
worried about a pullback, and wanted to protect the CPQ profits I had at the
time. I think I averaged out around the 48 level.

Regards,
John

To: Elwood P. Dowd (46486 )
From: John Koligman
Monday, Feb 1 1999 1:43PM ET
Reply # of 48676

Elwood,

I've been lightening up on CPQ and will continue to do so. I've gotten a bit
'tired' waiting. Also, I have to be honest and state that I have made MORE
bucks in two Dell trades I have laid on (one for 10k shares in December, and
one for the same amount of shares in January that is still on, although will
probably be sold soon) than I have in holding CPQ all these months. I will
most likely trade CPQ, although right now the market to me looks risky in the
tech area. This advance is getting more and more narrow, and the hysteria in
the few stocks still going strong is just crazy. Dell is up 9+ as I write this. I may
start fishing around in some of the beaten up high quality oil service stocks,
like HAL and SLB. Will certainly plan on hanging out here though, this is one
of the best threads on SI! I hope CPQ makes a strong move in the near
future, and all the best!!!

Regards,
John

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