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Technology Stocks : Concurrent Computer (CCUR)
CCUR 1,940-22.4%Jul 30 2:38 PM EST

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To: Christiaan McDonald who wrote (11876)12/11/1999 6:24:00 PM
From: Starowl  Read Replies (1) of 21142
 
I agree with your assessment about 40 percent of a portfolio in one stock. It is too much for the longer term--as a rule--but for me it is an acceptable risk in some cases where the planets seem to be in harmony. I am in that situation now--suddenly, it seems--and am comfortable with it. But it approaches betting rather than investing. The events of next week will help determine the wisdom of my decisions.

Starowl
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