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Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?

To: t2 who wrote (6651)	2/23/2000 4:56:00 PM
From: TigerPaw	Respond to of 24042

In the Peter Lynch tradition, I get burned when I invest in areas where I am not familiar with the product cycles. I know technology so I am very grateful that that is the hot area of the market now. The only non-tech I hold personally is Leaps on Tyco (which has tech pieces, but it's a big group of different things). TP

To: t2 who wrote (6651)	2/23/2000 5:09:00 PM
From: Guy Gordon	Read Replies (2) \| Respond to of 24042

Let me answer you this way -- My Portfolio: JDSU, PMCS, AMCC, CSCO, SDLI, ETEK, ALXN, MSFT, QCOM, CYMI, EMLX, AMD (in order of $'s invested). And BTW, I'm thinking of dropping MSFT. I'd like to thank all the talking heads on TV for advising me to diversify my portfolio by adding bonds, retail, cyclicals, etc. I resent every single year that I followed that advice.

To: t2 who wrote (6651)	2/23/2000 5:31:00 PM
From: Ex-INTCfan	Respond to of 24042

re "Does anyone invest in NYSE stocks other than the tech names?" For me to invest in a non-tech stock, it has to have a special story, such as LUV or HD. Even though I'll buy such things, I keep 95% in tech. INTCfan

To: t2 who wrote (6651)	2/23/2000 5:56:00 PM
From: SJS	Read Replies (2) \| Respond to of 24042

Sure. Just look at the averages (DOW vs NAZ, RUS and S&P) and you'll have your answer. New economy vs old economy. Even MSFT are DELL are being branded "old economy"! We're getting too used to 80% gains in a month! Here are the 4 new sectors: SEMIS, BIO, WIRELESS, OPTICAL. However, what some of these beaten down NYSE companies are doing is buying back their stock. There may come a point when all this will moderate, and we'll go back to chasing way undervalued DOW stocks. Right? Well.....that time isn't now. Steve