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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.95

+1.2%

3:59 PM EST

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To: mauser96 who wrote (20347)	1/5/1999 3:20:00 PM
From: LindyBill	Read Replies (1) of 77400

Do you have your whole portfolio in 4 stocks? Yes I do, Lamar, and boy, have I got yelled at on these threads for it. Two Gorillas, and two Kings. I just kept getting rid of the slow movers, and reinforcing the winners. I knew I wanted to stay all tech, and, after getting burnt on small caps, this is the way I ended up. The Wal Marts and Home Depots of this world are never going to give you the results of the four I have. I had the same reaction as you to the DOJ situation at MSFT, but thought it over in December and got back in. It is 32% of my holdings right now, and I am up 20% on it. Go to Tech2000 on the profiles, and read his post's on MSFT.

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