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Technology Stocks : JDS Uniphase (JDSU)
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To: Sunny who wrote (6991)3/1/2000 4:56:00 PM
From: Jarhead  Read Replies (1) of 24042
 
Thanks for the advice. JDSU is my largest holding at 20% and rebalencing keeps creeping into my head. However Letting Cisco sit resulted in an 800% gain. Microsoft 300+%. In hindsight my MSFT $'s would have been better elsewhere, even if I missed out on a few of the big run days. my portfolio is concentrated so I go big in either direction. Today 5.5%, less than straight JDSU holdings but alot better than the average.

Best Regards,

Jarhead
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