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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: chic_hearne who wrote (48095)	2/6/2001 1:29:09 AM
From: Stock Farmer	Respond to of 77400

Thank's chic. Your observations are mostly correct. Tech used to be about 93% of what started out as a nicely balanced, growth oriented portfolio. I exited last year in the summer, with reasoning I posted back then. My money's where my mouth is. Count on it. What is my alternative? Current portfolio is predominantly cash, bonds (misc. gov't), preferred shares, with an ecclectic mix of high yield mattress ticking - utilities and financials and manufacturing. Boring old economy. Since even a checking account would have out-performed CSCO and the rest of the tech market, I can't gloat too much. But I am up quite a lot more than I expected. Seems that a bunch of people are trying to buy what I have right now and driving the price up. Means it isn't quite yet time to shift again. Most of what I post to CSCO thread applies equally well to other companies I'm watching. It's just easier to confine all posts to one stock and read from many rather than post the same stuff to all boards. You want a single stock? Check the fundamentals behind BCE. Cash is a bit scary but otherwise looks like very high quality Canadian Box Spring. Oh, check the compare chart against CSCO for the past two years. Tee hee. John.