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Technology Stocks : SAP A.G. -- Ignore unavailable to you. Want to Upgrade?

To: LindyBill who wrote (2317)	8/19/1998 5:29:00 PM
From: BI*RI	Read Replies (1) \| Respond to of 3424

<Off>Yeah, I've thought about Cisco on the tech side, and am looking at EMC right now as well. Then there's Schering-Plough and Warner- Lambert for drugs. I really want to keep in the 8 stock range, with 10 max. If I just stay with PFE and no other drugs, then Cisco might be an addition. Do you think there still is a lot of upside still left? And are they diversified enough for the real long term? EMC seems to be a relatively undiscovered up-and-comer with equally good fundamental numbers. They are in hardware and getting into software big time, too. Regarding this topic, Fortune Magazine recently had an article that resulted from a survey of top analysts as to what would be the best stocks to buy and hold "for decades". The article was targeted to those interested in stocks for retirement which will outperform "in any market". Sort of like Gorilla's in their areas, and in some cases in their indexes (some are good picks cuz they are in the Dow and Index funds are forced to buy them). Anyway, two of them are foreign stocks that I and probably you have never heard of, while the remaining 8 are listed below by sector. I took the prices for the 'Fortune 10" as of August 1, and did the same for the "Marc's 6" as of the same date and set up competing Yahoo! portfolios investing equal amounts in each stock of an investment base of 150K in each portfolio. Actually it's Marc's 7, cuz I doubled up on Pfizer, cuz to match their two drugs. I'm want to see how I do against them over the years. So, if I were to buy Cisco, I'd be joining the competition. [:^) Fortune 10 Marc's 6 Foreign AXA-UAP (AXA) Who?/What? Alcatel (ALA) Je'ne parle francais Banks Nationsbank (NB) Don't Trust The Sector Norwest Bank (NOR) Don't Trust The Sector Consumer Disney (DIS) Don't Trust Mickey GAP (GPS) Citigroup (CCI) If it quacks like a Bank...Home Depot (HD) Technology Microsoft (MSFT) Dell (DELL) Cisco (CSCO) Lucent (LU) Airtouch (ATI) Pharmaceutical American Home Prods(AHP) Pfizer (PFE) Merck (MRK) Pfizer (PFE) Results so far as of today's close: Fortune 10 Marc's 6 -$3,458 -2.31% +3,364 +2.24%