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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Rajiv Hargunani who wrote (1662)	7/21/2002 10:21:27 AM
From: Proud_Infidel	Respond to of 25522

Hi Rajiv, I like things that others do not. As such, Japan interested me as an alternative to technology. And all things being equal, I would prefer the risk/reward characteristics of small companies versus the large. As for the stronger yen presenting a problem small Japanese cos., it very well may, but I would expect that to be reflected in in a declining NAV, and therefore in cheaper fund shares over the coming year. As such, I have no problem putting 60% of monthly contribution into the fund. The potential loss pales in comparison with my losses over the past 27 months. Perhaps I have become a little too inured to losses, or even potential losses. And the diversification I am trying to achieve may be specious at best, since technology is the largest percentage of the fund at 22%. Regards, Brian