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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: uu who wrote (8226)	3/11/1998 12:20:00 AM
From: Jeff Egg	Respond to of 64865

Addi I share some of your concern about the Techs as a whole. However I have continued to "attempt" to sell excessive strength, buy excessive weakness, and hold fair value on an individual stock basis. All of this with some disregard to the movement of the overall market. Sure these impressions are my guess at the future, but I have been focused on fundamental value while keeping an eye on 200 day moving average as my backup. Example....sold half of SUNW and QNTM, bought ORCL and INTC. Point is I am trying to watch individual stock strength and movement of company and try not to guess macro moves in the market. My market hedge is sector diversity and other portfolio posturing (equity alternatives or foreign investment). Last year took the Fall bath in some Techs.....but hit the long ball on CTXS. Just another way to look at all this opportunity out there. Much smarter minds than mine have not been able to avoid the undertow of a declining market........but I have been very pleased and fortunate with my results. Just a non-expert opinion (JANEO). Best of hunting to you all and great buy's by those fortunate to buy yesterday. I was ready today on SUNW but did not get my chance. Tech holdings at present SUNW, ORCL, MICA, INTC, QNTM, TRID. Based on fundamental strength and market position for the most part. They will all get crushed now that I have opened my trap.