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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 142.62+2.2%Nov 21 9:30 AM EST
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To: 16yearcycle who wrote (4026)12/20/1997 4:54:00 PM
From: Ian@SI  Read Replies (1) of 10921
 
Gene,

My preferred approach is to establish a position at a desirable price then not to purchase more unless the drop is more than 20% and the story remains substantially the same. I also believe strongly in diversity.

No, I wouldn't buy $30,000 worth of AMAT on every $1 drop from $30 to wherever it stops. If, as some of the bears have suggested, it goes to less than $15, $450,000 in a single stock is much more than I would normally hold. ;-)

Now if you have a well diversified portfolio with more than $400,000 in each component, you have my congratulations and admiration. :-)

Ian.
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