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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: John Carragher who wrote (74173)	2/21/1999 9:03:00 AM
From: Joe Dancy	Read Replies (1) \| Respond to of 186894

Here's a guy who's place a concentrated bet on Intel (other than George Soros) :). From March 1999 Money magazine: ** "Kevin Landis has more than half of its assets in five blue-chip stocks--Cisco, PMC, Sierra, Intel and Texas Instruments. Firsthand rose 77% last year. Landis is the first to concede the perils of his approach. But he believes that in a field where companies come and go overnight, it makes sense to load up on the obvious winners. He points to Cisco, which is 10% of the fund's assets. "People are more and more geared to connectivity, and Cisco is providing the access gear to provide the cable-modem build out," says Landis. "I don't know exactly what Cisco will be worth in three to five years, but I know it will be in the thick of it." Sounds reasonable enough. But by concentrating so much on just one or two stocks, managers like Landis add another layer of risk to an already nerve-racking investment. Over the past three years, according to Morningstar, concentrated tech funds have proved 22% more volatile than relatively diversified ones. FWIW, you can listen to SI's Mark Johnson interview Landis at audioinvestor.com

To: John Carragher who wrote (74173)	2/21/1999 12:06:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

John, this quote is definitely from Brinker: "Our stock market timing model remains bullish despite the fact the Dow Jones industrial average has gained 286 percent (excluding dividends) since the greatest bull run of all time commenced in October 1990. Our key market indicators project higher prices into 1999. We recommend a fully invested position in stocks: 75 percent in the U.S., 10 percent in Europe, and 15 percent in international growth." -- Bob Brinker, Marketimer, He calls his newsletter Marketimer, so that's him. He has been long term bullish, but according to a poster on the Brinker thread, yesterday he said that somewhere down the line there will be a bear market "that will take no prisoners". exchange2000.com However, I've heard him say that in past years, think he's covering all the bases. I mean, are we to never expect another bear market? Was that one last year? Tony