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SJS...you're portfolio is very similar to mine -- although I'm do have a penchant for B2B as well, and for the record, I've pulled my hair out trying to become diversified, but something always stops me!...Well, I did buy GE the other day when it was in the toilet and sold today...but that's as diversified as I get. So I consider my portfolio my very own tech mutual fund. For me there is only tech, tech, tech, bio, wireless, chips...And I do Fidelity -- Developing Comms, Biotech, Comms as well and have now thrown in First Hand Tech Value, E-Commerce and their Communications fund. & Invesco Telecomunications Where else should we be? Many Happy Returns, PoetTrader |
