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Technology Stocks : International Rectifier (IRF)

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To: pompsander who wrote (1708)10/11/2005 11:20:20 PM
From: unclewest  Read Replies (1) of 1712
 
I understand your feelings and appreciate the response.

I read the news release that came out after I asked the question.

I really like this company. Have, like you, followed them for years. I see no big reason to change my view but feel quite cautious.

I am still looking for a new entry and now realize a 1/3 - 1/3 - 1/3 may be best. Though I have never bought a company after two consecutive bad quarters.

I am basically still anti-stocks though I have kept some NI for years.

I am about to unwind my last real estate investment and have to do something else now. I am thinking 50-60% CDs or treasuries. 20% (or less) stocks and 20% (or more) available for real estate opportunities.

Since moving, I am only 300 miles from you. Want to meet for dinner again, same place?
My honey would love to holiday shop in a big city.
uw
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