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Technology Stocks : Altaba Inc. (formerly Yahoo)
AABA 19.630.0%Nov 6 4:00 PM EST

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To: Randy Ellingson who wrote (19849)2/9/1999 5:49:00 PM
From: Bretsky  Read Replies (2) of 27307
 
Thanks for the reply Randy. I am a long term investor and look to hold most of my positions for 20 years unless the companies fundamentals begin going down the tubes. The first two stocks I bought were TLAB and CSCO, and they had great runups and currently are probably too big of a % of my overall portfolio. I've been looking at NET stocks and currently only own 20 shares of AOL, which I'm very confident in, and 5 shares of AMZN, which I'm terrified of. I'm thinking I might want to bail out of AMZN and look at ATHM instead. I'm also interested in minimal shares of YHOO, BCST, MSPG, and CMGI.

I don't own INTC or MSFT yet, but I've been pondering trimming down my TLAB, dumping CPQ, or/and dumping AMZN and using that for MSFT.
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