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Ikanos Communications, Inc. Message Board

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  • lemonyelow1 lemonyelow1 Feb 9, 2006 10:14 AM Flag

    Earnings up, shorters out.

    I think you are! ... too late.

    I have enough of a gain so that taxes play a role in my decision to hang in there.

    I hope it's a small pct. of your holdings.... It could easily zip up 5-10 points (it's thin), but this is a classic case where insiders will (ostensibly, if not altogether truthfully) "diversify" via methodical (and/or disruptive) sales of their pennies-per shares.

    I haven't a clue, obviously, as to your other holdings and/or risk tolerance, but I'd say that anything north of 5% of one's funds in "high PE" equities in IKAN borders on insane.

    If that's the case, halve your exposure ASAP with the freed-up half going into ATHR.

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