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Technology Stocks : Intel Corporation (INTC)
INTC 36.27+3.3%10:27 AM EST

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To: Jacques Newey who wrote (87281)8/27/1999 10:24:00 AM
From: JDN  Read Replies (2) of 186894
 
Dear jacques: ..we focus on a few outstanding companies, we're focus investors" - Warren Buffet
But, as I understand it Warren does NOT invest in Technology at all. I think it may be because he is an EXTREMELY long term investor and Technology moves so fast its hard to say who will be where in 5 years. For that reason I would caution about being TOO focused on only Technology stocks. Myself, I try and maintain a core portfolio of high quality Techs such as INTC, EMC and the like and a few lesser ones which I rotate or add too as they prove themselves. JDN
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