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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: willcousa who wrote (9554)	3/21/2001 9:11:41 AM
From: Jerome	Respond to of 10921

. You can perform with the market without owning tech stocks but you can outperform the market by owning techs. That about sums it all up. I think a good tech investor is always reviewing his portfolio to see what is working and what is not. On Monday I added some FLEX, GLW, ESIO and some LRCX. I needed to change the makeup of my portfolio because I was about 90% in the semi-equipment area and need a little variety. Now I'm only 85% in the semi area. What a relief. <g> Jerome

To: willcousa who wrote (9554)	3/21/2001 10:01:55 AM
From: Proud_Infidel	Read Replies (2) \| Respond to of 10921

Those who go to cash in a drop are playing a loser's game. History shows that reversals to the upside are often quite sudden and one must stay in to profit from them Exactly! I notice how vitrually every day CNBC has people on who will help make your portfolio more defensive. More defensive after a 65% market drop?!?! Isn't it a bit late for this? It would be absurd if if weren't so comical. BK