Bill Wexler's Dog Pound Message Board

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Non-Tech : Bill Wexler's Dog Pound

REFR 1.655

+2.8%

Dec 3 3:58 PM EST

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To: BDR who wrote (6852)	2/23/2000 6:36:00 PM
From: Bill Wexler	Read Replies (5) of 10293

Nope...and I've always been a fan of tech. I simply wanted to understand in depth why it was necessary to change a strategy I have used succesfully in the past to shield myself from risk during tech downdrafts. That strategy is not working anymore, so it became necessary to re-examine some underlying assumptions about when I cycle money in and out of technology and how that money gets allocated. In the past, I would have held back on a company like Inktomi in this market climate, but the evidence is clear and compelling that even though it is an expensive stock, it will only get a lot more expensive.

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