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Technology Stocks : America On-Line: will it survive ...?

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To: James F. Hopkins who wrote (2291)3/9/1997 10:53:00 PM
From: Stingray   of 13594
 
> Hi Stingray: Look at url below , just click on it.
> stocksmart.com

Thanks James, I'm looking to reduce my exposure to technology stocks
which trade at a high premium to earnings, I noticed that Putnam New
Opportunities has Cisco, US Robotics, Cascade Comm and AOL in the top
6 holdings. I'll probably switch some of my money to their Growth
and Income fund instead (I can do that without incurring a load or
fee in my 401K). I'm not saying that Cisco, Cascade and US Robotics
aren't good companies, its just that they would be likely to get
savaged more than the average stock if the market corrects.
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