I ended my pick on JAVA the other day after the talks with IBM were announced. With a 100+ point ride up, it didn’t make sense to hold on anymore. In a sense, that was a “home run” stock, knocked out of the park and for once, I had sense to stop right there.
I have experienced past painful lessons in my real life portfolios, which didn’t include JAVA this time, where a meteoric rise in a stock cause me to buy more instead of lightening the load. The next time will be different.
As a comment on merging JAVA and IBM, I have to wonder what will remain? There are many overlapping technologies -- DB2, MySQL, hardware, tapes, application servers, so what gets squashed.
Sunday, March 22, 2009
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