Wigglesworth:
>> I've just rechecked my allocation and counting the more significant stocks it's 40% MSFT, 40% COMS (all via USRX), 10% CA, 5% CSCO, 5% ALTR. <<
Wow, you must have had a wild couple of days! < G >
I am just checking in after the weekend and the SI crash. I think David is right, the ASND thread is on overload! I'm sure there is news in there somewhere.
SInce you were kind enough to share your allocations, I decided to look at mine, the first in a couple months. I have a bunch in small cap and tech mutual funds that I don't think about much, but just counting my stocks, my major holdings are: COMS 30% (most via USRX); WDC 15%; 10% each APM, CSCO,and AGPH; 5% each ASND and INTC. Wow, I'm more diversified than I thought! COMS used to be a MUCH larger percentage a couple months ago, even though I haven't sold any.
Now on to the ASND thread to see if anyone knows what Mory said at the conference today.
I sure hope COMS gets jump started tomorrow, the "doom and gloom" story concerning the the networkers is sure getting old! < G >
Todd |
