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Post# of 147299
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Re: baldrick post# 65309

Wednesday, 01/17/2007 1:40:27 PM

Wednesday, January 17, 2007 1:40:27 PM

Post# of 147299
baldrick, long and what??

I am a lot less long than I was a couple of days after the keynote. Down to what I am calling a core position now....you know, the kind that if Apple blows out earnings and runs I have enough to feel good about that, but if Apple drops post-earnings, I won't feel too bad about it.

Oh, and dumped that INTC starter position first thing this morning. Amazing how cutting losses as quickly as possible can improve annual performance smile. Have been adding some gold miners - up to 15% stake there now.

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