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Technology Stocks : AUTOHOME, Inc -- Ignore unavailable to you. Want to Upgrade?


To: Ron Dior who wrote (8645)4/26/1999 10:34:00 AM
From: DownSouth  Read Replies (2) | Respond to of 29970
 
I am a big believer in "The Gorilla Game". ATHM is in the tornado. I will ride it until we see who emerges from the frantic buying of their product. MSFT is still THE Gorilla, so I will hold at least half of my current holdings until I decide to spend the money. <g>



To: Ron Dior who wrote (8645)4/26/1999 10:55:00 AM
From: Jing Qian  Read Replies (1) | Respond to of 29970
 
Looking at good action today (and tomorrow and...) so I doubled my position at
163. (Sold some MSFT on Friday to do this--have never sold a share of MSFT
before this!)


This is called strategic re-allocation. Lessoning position in PC-era company and shifting assets to Broadband-era company is a very smart move.