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Technology Stocks : How high will Microsoft fly?
MSFT 507.49-0.6%Nov 17 3:59 PM EST

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To: DownSouth who wrote (12798)11/30/1998 11:11:00 AM
From: LindyBill  Read Replies (1) of 74651
 
I have what was a balanced portfolio with tech, drugs, banking, and consumer
I moved to straight "tech" about 2 years ago. I no longer buy the "balanced" argument. To me, balance is being in more than one tech. You just can't get this kind of earnings and growth in any other sector. Why put money in lower growth sectors? Plus, if you stay in tech, you can really get to "know the territory". Your apologizing for "only 58% growth" is funny, we really have our expectations up, don't we?
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