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 : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (56265)	5/11/2012 4:56:03 PM
From: Jerome	Read Replies (2) \| Respond to of 95737

I'm too concentrated in tech......we all are, but that's were the big profits hide out. case in point...I own some ALU AMAT, LTXC, LSI, Dell, CSCO, NVDA, MRVL, and INTC... INTC, CSCO and DELL are modestly profitable...the rest are in the red (now long term holds)????? But one good buy makes the whole portfolio profitable. The one good buy was Seagate (STX) purchased last fall. So I plan on staying concentrated in tech...(and the semi group)..and perhaps find another Seagate in the process. The money part of this pretty boring, but the chance to beat the talking heads on MSNBC makes it a fun endeavor .