Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: semiconeng who wrote (142475)	8/30/2001 1:23:26 PM
From: Jim McMannis	Respond to of 186894

RE:"---You seem to have a very narrow definition of what "diversification" means. It seems like you're saying that if a semiconductor company goes into Networking Equipment, or Wireless Communication equipment, it's not diversifying. I think it is." Ok, it's diversification. Apparently not far enough though as the whole sector is in the dumper. Kind of like the investor who goes out and buys a bunch of mutual funds and thinks he's diversified...only to find out they all hold the same stocks. Generally investment instruments are divided into cash, stocks, bonds, hard assets. If you are all in stocks and the stock market crashes...were you diversified? Hell no. Sure, Intel should keep scrambling but in a contracting economy Gucci handbags don't sell Jim