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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (24306)	4/11/1999 11:46:00 AM
From: Chuzzlewit	Read Replies (2) \| Respond to of 77397

Diversification my friend, diversification. TTFN, CTC

To: Tony Viola who wrote (24306)	4/11/1999 12:14:00 PM
From: LindyBill	Respond to of 77397

It seems that there are people that would throw out every technology and technology stock as obsolete and worthless, except for networks and internets. Tony, I think we have a group of people, of whom I am a leading member, who want a high return at low risk. We have got burnt on the small caps in the last few years, chasing the new gadgets and entry technologies. We are looking for companies whose stock's can double every year without getting knocked off by competitors. We see that the "Gorillas" offers the best opportunity to achieve our goals. This leads us to concentrate our investments in the few companies who appear to us to be "Gorillas". Like all strategies, it can blow up on us. But, right now, the strategy is working, and it causes us to "badmouth" investing in perfectly good companies (like Dell) simply because we think we can do better elsewhere.