<<I now have over four stocks in my portfolio, damn I am getting nervous.>>
V: I used to have a number of tech stocks....then just DELL....then just CMGI and DELL....now I have about a dozen holdings overall (in both accounts -- see my profile for current positions). Hey, at age 33 I need a little smart diversification <G>...My largest core positions at this time are CMGI, CREE, and SEBL. Yet, I am aggressively investing in emerging high tech pioneers that are experiencing hypergrowth in 'the right sectors' --like fiber optics, CRM, XML, and internet incubation. I finally have things adjusted so I shouldn't have to make many changes in the next few months. It's time to strap in and enjoy the ride...!!
Best Regards,
Scott
BTW, Greg M. is one SHARP investor -- I followed him into XTND (boarded the train yesterday morning at $69)....I have done some DD and I really like the company and its potential. Someone told me today that it was a Gilder recommendation (this is unconfirmed)...To be honest with you there are more 'experts' on this thread (like you, Greg, uncle frank, uncle west, Dealer, Poet, Jill, LONGonFIBER, etc...) than in any of 'the legitimate investing newsletters' <G>....This is JMHO.
Time to sign off and head to the healthclub..:-)
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