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Technology Stocks : BEST INTERNET STOCKS TO OWN IN 1999

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To: JOHN CHEN who wrote (200)3/21/1999 4:59:00 PM
From: Jing Qian  Read Replies (1) of 471
 
Another question JOHN, why choose a stock that is a takeover target instead of the buyer? I have a stock portfolio as follows, I believe over the long run my portfolio will beat your portfolio because all the stocks I own are top dogs which has 80% monopolizing power in their playing fields. BTW, they are all biggies that tend to take over smaller companies like PTVL.

1) YHOO
2) ATHM
3) EBAY
4) AMZN
5) CSCO
6) MSFT

Please notice I got rid of all the small and less known components in your portfolio and replaced them with sure winners like YHOO, EBAY and AMZN. I don't know we really have a need to dig out that so called future YHOO or future AMZN because we haven't had enough with the current YHOO and AMZN yet. And the chances are there will not be a future YHOO or AMZN at all. They will be either bought out by YHOO or crushed by their monopolizing power before they surface.

BTW, I limit my portfolio to 6 stocks instead of 10 to maximize the return with reasonable diversification.

Sure, your portfolio will also return a great deal in the future, but I feel mine will probably return better than yours. And I don't intend to shuffle my account once a year. I will hold them till 2004.

Let's see who will make more money by 2004.
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