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.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: kdavy who wrote (61946)	3/12/2002 4:48:00 PM
From: Sam Citron	Read Replies (1) \| Respond to of 70976

Kdavy Sahib, I suspect I may be a bit overdiversified with positions in 56 different companies. My largest positions are AMAT, GTK, KIM (short), CREE, TYC, and SXT respectively. Main Harvard Universiti mez Urdu partha tha, mugger bhul gaya. I wanted to take Hindi, but they only taught Sanskrit and Urdu! I think that a grant from the Agha Kahn foundation may have been behind the somewhat odd linguistic choice that I faced. I haven't been back to India in 25 years, but I am looking forward to a family trip once my babies (one is expected in October) are a bit older. I agree that for active trading, diversification is probably inversely correlated with success, which is one of the reasons AD did so well casting his laser gaze on AMAT. Namaste, Sam