Electronics Boutique (ELBO) Message Board

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Technology Stocks : Electronics Boutique (ELBO)

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To: ratherbelong who wrote (642)	1/15/2000 11:51:00 PM
From: Night Writer	of 779

RBL, I'm glad to hear somebody has a reasonable diversification. I just ran the numbers on my portfolio. With CPQ's recent gains, it is now almost 70% of my portfolio value. I'm way over weighted in CPQ. I hope it keeps trending up until it's almost 80% of the portfolio. At that point, I'll be forced to realocate. <G> I know how it feels to be seriously under water. I was doing some serious breath holding when CPQ hit the teens. The light bulb went on in my head and I saw opportunity. I turned my mental depression around by backing up the truck. I wouldn't have done it except I have been in CPQ so long. I feel like I know the the company. I think it is pointed in the right long term direction, but paying a short term price for it. Time will tell. NW

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