Sig,
My current holdings are ASMLF, CYMI, PHG, ASMIF, CPQ, CTXS, SPAZ, &
APM (the rotten apple at this moment). Most of them I bought last
3 days.
I do not diversify by sector for two reasons,
- Hi-tech is overall the fastest growing sector (and will in the
future),
- It is the only section I have knowlegde from.
I also think that the panic about SA is overblown. I think the
fact that the market was overvalued was the main reason for the
drop, lately. We needed a correction, Al told us, we have got it now,
and soon we can move further on, although maybe in a slower pace.
But most of the bad news is in the stockprice now.
I'm also thinking of buying INTC or ORCL. They both fell back last
months but are both great companys.
I will e-mail you when I have more time to chat about this subject.
Paul
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