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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: t2 who wrote (30561)2/16/2002 11:30:55 PM
From: mishedlo  Read Replies (1) of 99280
 
Individually, one can do better or worse.
You might for example decide to play INTC CSCO MSFT QCOM.
But what if the lesser stocks perform better. In fact I think they will by a long shot. So maybe you play SEBL, NVDA and GNSS. But bad news could take one of these out in a hurry, however.

If you buy too many, you may as well just buy the QQQ's.
I doubt JNPR runs up big on this next ramp. It has been booted from the "Q".

But what about EMLX. If it holds up well, say a fall to 32 at the bottom, will it double to 64 as easily as something like AVCI might do on a run from 1.5 to 3+. BRCM sure looks like toast. Should that be part of the "Q"?

I really do not know the answers, but I would guess that a 200% fund would have done reasonably as well as buying the "Q". Probaly not as well but a heck of a lot less aggravation and individual issue worry.

M
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