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Technology Stocks : Wind River going up, up, up!
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To: Allen Benn who wrote (2754)2/8/1998 7:35:00 PM
From: Snowshoe  Read Replies (1) of 10309
 
>>The fact that any of us say things that turn out later to be suspect is not something that should be belittled. These are the things that need to be admitted, re-examined, learned from and built on. Given the evidence existing about SYSF when I made the post Mark tore apart, was I wrong to say what I said? In similar circumstances in the future will I be more reserved? These are certainly important questions for me, and you can bet I am thinking about them.<<

Allen, when I saw SYSF tank I figured Mark would turn up here to gloat. I'm surprised he didn't take a poke at you about QCOM's warning as well.

In light of these two hiccups, I want to say a few words here in favor of diversification. Although I agree that WIND is a great company, I fear that your nearly single-minded focus on a few select companies leaves you in danger of being blind-sided by unexpected developments.

The payoff from a broad array of investments may not be as great as one or two big winners, but it sure allows me to sleep better at night. And there always seem to be a new opportunity around the corner. As an example you might take a look at Electroglas (EGLS), which has a favorable write-up in this week's Barron's. Although semi equipment stocks are still vulnerable to further correction, now may be the time to begin accumulating them.

Greg
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