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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: John F. Dowd who wrote (66320)	3/22/2002 1:39:21 PM
From: David Howe	Respond to of 74651

JFD, I didn't time the whole fiasco much better than you. My policy has always been to make portfolio adjustments a little at a time. My wife's policy has always been buy and hold with no selling. She's a big influence and the result was that we left more in the market than I really wanted to. We made some significant changes and moved quite a bit from some high flyers to safer harbor in 2000, but not enough to say that we were unscathed. Our portfolio has taken a beating along with most peoples. We are very thankful that MSFT didn't fall as much as the rest of the techs. Sure wish I knew what the future holds. My bet is that the recovery in both the economy and the markets will be very slow. Dave