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Technology Stocks : Compaq
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To: Jerome who wrote (95813)3/7/2002 9:21:06 PM
From: Captain Jack  Read Replies (1) of 97611
 
Jerome-- <<"Is there any rush to increase tech stock holdings? ">> My guess is 'hell no!'. I'm very underweight techs now. Only playing those of all sizes MAKING money (not pro forma BS either), and growing. Prefer those outperforming their sec and increasing rev and eps. Those paying a div of any size are more favorable. Dips have been paying off. Some have run so high even the dips seem hardly low enough. The tech sector is far from dead-- but SP may still be ahead of themselves as growth looks to be in the crapper for awhile yet. Still, I've done very well doing real ST trades with some techs but for swing or mid term I'll leave them for those with a much more patience than I am capable of. CPQ is a prime example--- it has been great the past year,,,
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