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Technology Stocks : RF Micro Devices (RFMD) -- Ignore unavailable to you. Want to Upgrade?

To: The Ox who wrote (3325)	8/14/2000 10:21:55 PM
From: A.L. Reagan	Respond to of 4849

Nice article from Fortune. #2, but RFMD tries harder. about a fifth of the stocks experiencing what might be described as a "major malfunction" In the good 'ol days of the Nifty Fifty that was sound logic for limiting exposure to high growth stocks. In this day and age, so-called "safety" stocks seem to experience the same degree of major malfunction in share prices as the high P/E issues. A bad quarter in the banking or roofing shingle business, for instance, can whack you 50% just as easily as an RFMD. Not sure that a diversified portfolio of high growers nowadays is any more risky than having a defensive portfolio of, say, Phillip Morris, Bank One, Eli Lilly, etc. etc. They are all susceptible to sudden executions.