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Non-Tech : The Critical Investing Workshop

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To: Voltaire who wrote (13735)4/15/2000 7:30:00 PM
From: Catcher  Read Replies (1) of 35685
 
V, your opinion and anyone else's would be appreciated:

i am 100% tech--holding 2 "camps" of stocks: 1) tech bellwhethers like csco, intc, orcl, msft & q. other camp is 2nd tier "earnings wannabees" like cien, insp, cree, rmbs & phcm.

Decision is to either 1) hold all stocks OR 2) sell the 2nd tier & immediately pile the proceeds into the "tier 1" stocks.

As you know, all these stocks have been beaten up. Wondering whether a "flight to quality" within tech sector points to selling the phcm's, insp's etc. On one hand there may be less risk in just holding all the stocks & letting em come back as they went down. Concerned that i screw things up trying to "micro-manage" a comeback. Then again, maybe the 2nd tier stocks don't come back this time around due to flight to quality with "safe haven" tech stocks.

Any thoughts?...anyone?
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