SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : How high will Microsoft fly?
MSFT 483.03+0.5%Dec 5 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: LindyBill who wrote (15729)2/9/1999 6:22:00 PM
From: t2  Read Replies (1) of 74651
 
I just got tired out this diversification business--I hate AOL, CSCO, DELL in this market (well I don't hate the companies--just the stocks).
These seem too prone to crash. IMHO MSFT's PE is not that high considering a lot of the Revenue (and EPS) just gets "dumped" in the unearned revenue account--which grew substantially last quarter.

Basically--I am cutting down on risk in my "portfolio" without diversifying. This my strange and twisted approach.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext