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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 148.32-3.3%Nov 14 9:30 AM EST
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To: Cary Salsberg who wrote (8355)4/20/2000 8:29:00 AM
From: Terry D  Read Replies (1) of 10921
 
Cary -

Are you now holding only AMAT in this sector? Do you dabble in any other industries or will you hold cash?

I have used a barbell (some would say dumbbell) portfolio of just tech and energy for 18 months. I am left with mostly oil at this point (and some DSL - I am a believer) - but am looking at companies which thrive in high rates times. Papers, consumer nondurables, etc. Looking for feedback.

Thanks -

t
d
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