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To: Sig who wrote (3925)	8/19/2000 10:33:20 AM
From: Boplicity	Read Replies (2) of 13572

sig, re: <<Two things difficult actions seem to be required, one is leaving a mo-mo stock on the way up and forgetting about the potential future gains, and the other is to find enough confidence in an unfamiliar stock to put some real money in it.>> very wise. One of my flaws has been basking in the glow of a great run, and not paying enough attention to what other stocks might have staying power and be leaders of the market going forward. I have been lucky that last few years with my IOM/AOL to DELL to QCOM/JDSU hopscotch, but the field has been so leveled and more importantly changes are happening faster and faster that one change could be running the course while the other sea changes that have been identified by other investors and are already half way through thier gains by the time your other holdings are done. I had blinders on last year with my outsize gain in QCOM and JDSU while the b2b, CRM, storage and the CSCO wanabes were plowing ahead. I believe I got lucky we had the drop in the spring to be able to buy the infra plays I did buy then. I always said job one for any investors is to identify what sectors and stocks that will be leading the market 6 to 12 months from now. So in sum, while your busy with one stock or group of stocks, the stocks that might be the future leaders could very well be right under your nose and gaining right along with one you are spending all you time on. So yes diversification is a must, not only within a sector but with other future bright ideas. Which brings me to this statement. Right now I have concentrated my account in infra plays (see this link for the stocks I in my account siliconinvestor.com that will building out the promise of broadband wireless and wireland with eye on the clean power that will be needed for all this equipment. Now that I built my account to reflect my above stated thinking, I'm going start identify what software and the companies that turn it out that will be the big beneficiaries of all this equipment that will be installed. We could very come to a point that the infra money that is being spend might start to level out, while the software that will be needed for all this bandwidth and computing power will grow exponentially for sometime. Greg

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