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Technology Stocks : LSI Corporation

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To: Michael Grosz who wrote (10315)	3/1/1998 3:17:00 PM
From: shane forbes	of 25814

Michael: I tend not to be a big friend of the big stocks (like they miss my investment $s!). But I sometimes think I should balance my portfolio more esp. these days when the big stocks are zooming ahead! And though I agree with you absolutely that there is a herd mentality with the bigger stocks, I see someone like CSCO or MSFT or LU as being the biggest stocks and growing revenue much much faster than some of the mid-sized companies. And taking away market share! With techs it seems to be that big does not nec. mean not nimble! I would agree absolutely that with companies like G, KO, P&G etc the herd instinct is alive and well and unjustified. Those index funds are also playing a huge part in overvaluing these kinds of stocks. (Ha! Yes I've forgotten about those 3 d's!) (Actually I was referring to low $ stocks - say a stock at $8/share vs. a stock at $88/share. Still your point brings up a different and interesting take on this Nifty Fifty mania.)

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