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Technology Stocks : PMC-Sierra (PMCS) -- Ignore unavailable to you. Want to Upgrade?

To: Bulldozer who wrote (2713)	9/17/1999 2:22:00 PM
From: Billy Joe	Respond to of 3818

"We"? OK. :-) My "portfolio" is run by me, my wife, and my son (actually the "royal we", but I'm a benevolent dictator). When a single security out of ~10 gets to 30% or more of the total portfolio value, I get antsy. My big, long term positions pair some of the obvious (I'm relatively conservative. I like DOMINANCE!): Networks: LU/CSCO Wireless: NOK/VOD Semis: INTC/PMCS Internet: YHOO/NSOL Brokers: SCH Plus a few other small, hedge positions...plus trading positions... I get antsy when I remember how big my SCH position was a few months back only to see it chopped off at the knees. Anyway, I'm big time long here (visions of my first 7 figure position dance in my head and we know where that gets me.).