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Technology Stocks : EMC How high can it go?
EMC 29.050.0%Sep 15 5:00 PM EST
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To: JDN who wrote (11708)12/24/2000 8:07:59 AM
From: John Carragher  Read Replies (1) of 17183
 
I am starting to feel diversification is a lot of BULL. JDN

I still hold about 20 companies however seven make up 70%.
and the top two are 35%(emc/qcom). I feel the further you diversify the more you delute your opportunity for a higher/lower return. Then again maybe I take a higher risk with less percentage of investment in the other companies, then get slammed. ha
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