Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 330.35

+0.5%

4:00 PM EST

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To: robert b furman who wrote (56265)	5/11/2012 4:56:03 PM
From: Jerome	Read Replies (2) of 95708

I'm too concentrated in tech......we all are, but that's were the big profits hide out. case in point...I own some ALU AMAT, LTXC, LSI, Dell, CSCO, NVDA, MRVL, and INTC... INTC, CSCO and DELL are modestly profitable...the rest are in the red (now long term holds)????? But one good buy makes the whole portfolio profitable. The one good buy was Seagate (STX) purchased last fall. So I plan on staying concentrated in tech...(and the semi group)..and perhaps find another Seagate in the process. The money part of this pretty boring, but the chance to beat the talking heads on MSNBC makes it a fun endeavor .

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