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To: 16yearcycle who wrote (56480)	5/12/1999 3:32:00 PM
From: HG	Read Replies (2) \| Respond to of 164684

Sold UNPH @ 141+. 50% cash position. When is the next big opportunity to add to the nets ? Any insights will be appreciated....

To: 16yearcycle who wrote (56480)	5/12/1999 9:23:00 PM
From: Tom Kearney	Respond to of 164684

Gene - Sold a 3rd of my CSCO - at no real profit. Just wanted to reduce the margin a bit without any taxes. I have been my usual undisciplined self, and though up 50%+ on the year, I have frittered away some opportunities. I mean to be more disciplined going forward. I'm actually set for the June run, and waiting for a big buy opportunity. If we run straight up from here, fine, but if one of the biggies pulls back 20-30% that would be cool. Though many are bemoaning the end of earnings season, I am anticipating UPGRADE season! All the big techs are up their typical 33-50% sales and/or earnings increases. The fact that S&P 500 Techs averaged an earnings increase about 6 times the average earnings increase of the non-techs gives me a lot of confidence. MSFT is adding $2B cash per qtr. CSCO is adding $200M cash per month. There's never been anything like these guys.