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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 168.90+4.9%Dec 5 9:30 AM EST

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To: Pierre-X who wrote (2701)3/6/1998 8:38:00 PM
From: Yogi - Paul  Read Replies (2) of 9256
 
PX,
My 65% cash reference was to the technology portion of my portfolio. Luckily, the majority of my holdings are in GE, MRK, F, sector funds, and S & P 500 index. Granted, GE and Merck are desperately overvalued but I won't sell GE until Jack gets hit by a bus ( He is retiring relatively soon but will still wield influence). Merck is a hell of a demographic play. Ford, I caught lucky. The rest balance my portfolio.
My one and only in tech is Unisys.

As for shorts, I'm not smart enough and I know it.

irthrifty
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