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Technology Stocks : Global Crossing - GX (formerly GBLX)

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To: Scotsman who wrote (3674)12/17/1999 2:50:00 AM
From: Rupert  Read Replies (1) of 15615
 
I also can't see the point of selling QWST now, especially as, just like GBLX, this beaten-down stock has recently started to show some life. I like this sector so I'm hedging my GBLX with equal holdings of QWST and KQIP (US and European IP plays respectively). Why sweat which company will do best when a) this is hard to do and takes time, b) it's easy just to own 'em all and c) this gives you a little diversification without the boredom of owning a mutual fund. I just don't want to be the guy who decided that Ashton Tate was a better buy than Microsoft instead of simply buying all the PC software stocks and riding the gorilla into early retirement on some island somewhere.

(OT)

"BellSouth and Qwest Communications Awarded Contracts Totaling $250 Million; Companies Teaming has Produced 27 Contracts"

newsalert.com

(Way OT)

List of Munder NetNet fund's November trades may be of interest to some:

netnet.munder.com
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