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Technology Stocks : Booking Holdings (formerly Priceline) -- Ignore unavailable to you. Want to Upgrade?


To: Danny who wrote (1383)5/19/1999 2:20:00 PM
From: Robert Rose  Read Replies (1) | Respond to of 2743
 
Danny, my current position on dsl is colored by my past experience. I got into amtx and wstl before the tornado and thus watched the stocks rollercoaster for a year. Didn't lose, but didn't gain. Ended up at the same place I started, just like an amusement park ride, but left me feeling sick. Hence for emotional reasons I don't follow that sector. Hear though that awre is on a tear.

Wireless I have also missed out on. Just so many places to park my $. qcom is finally getting its comeuppance.

As far as cable, yes long athm and loving it. Congrats on brcm. Have owned it in the past, but always at the wrong times it seems. Sold it before its most recent run to reduce my margin exposure given the present uncertainties. I consider it a core holding, and would still be in it if market conditions were more favorable right now.

Sorry I can't offer more substance. Have decided that the inets are my first and foremost love and that that's where I want to focus my attention.

Good holding, Rob