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Technology Stocks : JDS Uniphase (JDSU)

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To: RR who wrote (7051)3/2/2000 11:02:00 PM
From: Wayne Wiechart  Read Replies (2) of 24042
 
You know rr5 I used to buy the diversification theory. Now I subscribe to the concentration theory. If you seek safety, diversification is fine. If you want to make an impact on your portfolio go for concentration. I know I will get muck flak over my approach, but everyone needs to march to their own drum.

Perhaps one of our learned readers can correct me if I am wrong, but I believe it was Henry Ford who said putting all your eggs in one basket is fine as long as you watch the basket "very" carefully.

Watching JDSU "VERY" closely!!

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