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Technology Stocks : ACT NETWORKS
ANET 129.83-0.6%3:59 PM EST
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To: A Kabili who wrote (1468)8/5/1997 3:09:00 PM
From: Soumya De   of 2326
 
This is purely a personal viewpoint -- but regarding whether one should hold or not hold this stock -- it seems to me that the market is so overpriced that it is diificult to find any bargains these days.
Therefore, even if I did sell ANET, where would I put the money. Big
caps might well keep going up but I already have exposure to the big caps. In the interest of diversification, it seems to me that one should look at small caps. Given that ANET is a value play, the downside is extremely limited and there seems to be a slim chance that it might be a player in any consolidation, why not hold on to it as opposed to money in a measely savings account -- IMHO.
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