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Technology Stocks : Network Appliance -- Ignore unavailable to you. Want to Upgrade?

To: Len who wrote (1148)	6/25/1999 1:18:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 10934

That's a tough one, Len. I am in the same quandry. My portfolio is only 2.5% EMC, but QCOM is about 16%. NTAP is 11%. I am trying to un-diversify. EMC and NTAP track one another historically very close, with EMC being a bit less volatile, but they keep ending up on the same curve, long term. QCOM--I believe in QCOM. And I will not sell NTAP for a very long time. I think I may sell EMC soon, but I don't know what I will buy with the cash. 127.0.0.1:3456/SI/~wsapi/investor/chart?s=ntap+emc+qcom&pts=100&span=Days