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

To: Vted who wrote (2779)	7/22/1998 11:53:00 PM
From: David GarrisonD	Read Replies (2) \| Respond to of 7342

Here's an interesting article by Jim Jubak on Microsoft investor. The article is entitled "When to hold 'em, when to fold 'em," and it deals in depth with three stocks: Vitesse Semiconductor, Cisco Systems, and Tellabs. investor.msn.com

To: Vted who wrote (2779)	7/23/1998 10:22:00 AM
From: The ChrisMeister	Read Replies (3) \| Respond to of 7342

"How do I decide in what groups I want to search for stocks?" I think it pays to deal with companies in whatever business you yourself are in, one you presumably understand better than the average guy - and probably better than the average Wall Street analyst. Others will probably disagree, but I don't believe in much diversification. Four or five stocks in a small portfolio is more than enough to keep track of. This necessarily forces one to focus on just a few closely related areas. ChrisMeister