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To: Sig who wrote (9203)9/29/2002 3:17:53 PM
From: Lizzie Tudor  Respond to of 13815
 
Dell dropped by 2/3's in 1995 period.
You need true confidence to hold thru that.


Holding through periods like that are no big deal to me. People forget that software had a crash of sorts in late 98- sebl traded around 7 then... this was the height of the bubble. (the rationale was that the new internet softwares like ariba were going to put sebl and psft out of business). Software moves like that all the time, just part of the game. You can trade in and out but if your portfolio gets too big thats hard to do, better to hedge in some way.
L