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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: TCGNJ who wrote (12179)	12/28/1997 4:50:00 PM
From: Dulane U. Ponder	Respond to of 97611

The only techstocks I kept were intel, cpq and sunw. I kept intel and cpq for the obvious reasons -- they're big; they have a performance history, good management and excellent future prospects. I kept sunw because it's a bit of a counterplay and I still have good profits. I dumped coms as a tax loss. I sold MSFT at a huge profit at 133 and change. I sold some smaller stocks because I didn't know what kind of staying power they'd have in an adverse environment. I still retain my core portfolio which includes all the boring big caps we've always been told to own.