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Technology Stocks : Intersolv News
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To: gerald tseng who wrote (740)3/20/1998 3:09:00 AM
From: Kal  Read Replies (1) of 1069
 
>>I have realign my portforlia to 100% (almost) software&service. I think hardware is tough business and tough investment, things can make a U turn in a flash there.

Same here. Glad I did. I unloaded my huge position in SUNW, a trade position in CPQ and DELL. Now I'm long TAVA, SYNT (with little trading), UBIX and.. ISLI being the biggest position.
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