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Technology Stocks : BroadVision (BVSN)
BVSN 4.410-0.5%May 18 5:00 PM EST
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To: David R. Doerr who wrote (1468)4/30/1999 1:02:00 PM
From: VIXandMore  Read Replies (1) of 3773
 
OT

...and I looked at EMC 3 years ago and decided it had already logged most of its gains.

No, I still have a strong core buy and hold strategy, but since I have chosen to go with a non-diversified tech-laden portfolio, I feel obligated to take some occasional profits and buy some puts when the internets look like they are on a death march.

I'm now trading 10% of my portfolio instead of 5%, but I'm not going to sell the likes of CSCO, WCOM, LVLT, QCOM, ATHM, AMZN, IATV, etc. to take a flier on a penny stock.

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