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Technology Stocks : Network Appliance
NTAP 110.93-1.3%3:35 PM EST

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To: MileHigh who wrote (1455)9/15/1999 5:11:00 PM
From: DownSouth  Read Replies (1) of 10934
 
MH, My views on Q have not changed. My views on my own appropriate investment style have changed. I put too much weight on Q in my portfolio. I couldn't stand the pressure of volatility, as Q took that plunge on Monday. (As you many know, it recovered on Tuesday.)

So, I sold my entire position as the sinker crossed the plate. Next morning I took a more reasonable position, relative to my portfolio.

Q is still a 2-5 year winner, imo.
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