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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic -- Ignore unavailable to you. Want to Upgrade?


To: Frank Ellis Morris who wrote (19097)4/19/1998 2:37:00 PM
From: Sonki  Read Replies (1) | Respond to of 27012
 
Frank, i would not put more then 4% of my total asssets in intenet.
that means one can safely by 4 intenet stocks approx 1% of their portfolio and have a little joy ride. even if u loose 50% in a given company it's only 1/2% loss of your total worth...not a big deal.

if one must go long it's should be search eninges and not retailers
i.e. yahoo not amazon.

MRK performace has been dismal that is why i m collecting it on weakness and wishing for my Perck on MRK.

as for intel: i really don't care if goes to 60, 50 or what ever 70-80.. these are all very minor movements as we will see $400 in 10years...and at that point it won't matter that stock had to goto 60 on it's way to $400.

meanwhile, going forward i m trying to make sure i do not put more then 10% in one company. that number should be more like 4%.