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Technology Stocks : Digital Equipment Corp. (DEC) -- Ignore unavailable to you. Want to Upgrade?

To: George Dvorsky who wrote (3215)	4/16/2000 8:52:00 PM
From: John Sladek	Respond to of 3276

George, Sorry for the delay in responding to you. I agree with your analysis. DEC is certainly the only tech stock out there with NO DOWNSIDE RISK!!! :-) While others are plummeting like rocks, DEC is holding its own... GO DEC!!! What are you selling/buying??? I'll let you know what I'm up to, but I don't know how much help it will be... First, I have not been doing a lot short-term stuff this year or last year at all. Mostly long-term buys or trades on long-term positions. This Feb, I sold some put LEAPS that I had on MRK and MCD, which I hade been holding for about 1 year at about 60% profit. I am holding some puts on GE (Jan'01 80, Jan'01 120 and Jan'02 110). My long portfolio is focused on resources and energy, with a bit of manufacturing. I have been trying to use a value approach to selecting stocks here. About 30% of my portolio is in Breakwater Resources (TSE:BWR) a zinc producer, and Zemex Corporation (ZMX) an industrial minerals producer / aluminum recycler. BWR is a play on increasing production and increasing zinc prices. ZMX is a long-term hold based on their patented zero-waste aluminum recycling process. Another area is gold. Namely Placer Dome (PDG) and a small exploration company X-Cal Resources (TSE:XCL). I am about 30% in oil&gas: British Pete (BPA), Talsiman Energy (TLM), some small Canadian energy companies. One (TSE:ULP) is being taken over, so I will have some cash to invest. If I were to put it back into energy, I would go for more TLM, or am looking at the S&P energy spiders (XLE) as a possibility. I have a good chunk in Manufacturing: United Dominion Industries (UDI), Stackpole Limited (TSE:SKD). I am looking at adding some Stelco (TSE:STE.A). I also have some amount in forest products: TSE:WFT, TSE:SFF. Anyways, I've been really light on anything to do with tech and computers since DEC got taken out, and I sold my CPQ. Regards, John Sladek