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


To: robert b furman who wrote (20490)6/17/2001 4:38:49 PM
From: michael97123  Respond to of 24042
 
"Take speculation out of it and instead invest for a lng term hold and I bet buyers today have a 3-4 bagger in two
years."


Bob,
The information revolution makes in tough to make those 2 year bets. Like John Connally said over at theAMAT thread--maybe just stop listening to all the noise and revisit in two years is ones best bet.
You talk about reassessing holdings here. What in tech would you switch out of and what would you switch into with a two year time window in mind? I like your attitude to the markets. It doesnt involve ego like it does for Cary. It's much more a common sense view. Mike