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

To: Trey McAtee who wrote (13868)	11/5/1998 6:01:00 PM
From: Johnathan C. Doe	Read Replies (1) \| Respond to of 21342

WSTL isn't a whole lot different than what people in SHVA or even WDC have gone through; or take ADPT; or how about IFMX; I could rattle off so many companies; VNTV, how about that or RMDY; how about PRLS. There are so many good companies that have gotten clobbered when everything indicated they would be stars. This is purely the nature of playing techs. I don't focus on one company and fixate on it. Some are winners and some are losers and you hope to come out ahead from it all. If you look at the J. Doe portfolio publicly traded here on SI; you can see how to play a pure tech portfolio through the good times and the bad. You have to be well diversified and average down as far as the market goes with increasing shares on the drop. It isn't easy money playing the techs and you had better have a lot of resources and cash to move in to make it profitable. Just picking a couple and holding; that is a hard way to make money in the techs. It is never easy to know how things play out; though the loss of JPC certainly was the end of WSTL as far as the market was concerned. That even surprised me then and now. I have never believed that ALA was going to clean up on ADSL. If you are going to play ADSL; you had better be playing all the players; ORCTF, AWRE, WSTL, AMTX; otherwise you are just crap shooting.