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Technology Stocks : Softbank Group Corp

SFTBY 81.06

-8.3%

Nov 4 3:59 PM EST

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To: Seeker of Truth who wrote (3404)	1/20/2000 11:10:00 AM
From: manohar kanuri	Read Replies (1) of 6018

Too many people worried about over-valuation. Ergo nothing calamitous will happen in a hurry? Who knows. Your portfolio will drop by half at some point and you'll hold through it all? I have some idea of your investing parameters/style so that's okay, but when I hear the same from friends and family who own chunks of high-flying junk.....seems there's no difference between holding Berkshire or Presstek (example) through thick and thin.... I worry. Can we do a poll of cash positions to get an idea of real worry levels? I'll kick it off by saying mine is embarrassingly north of 50%, though less from worries of outright crashes than from attempts at trying to be ready for buying when market does correct/crash/contemplate its navel. As a coconut farmer I'm always high on cash in any case; only more so now.

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