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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (35281)11/27/2000 8:52:16 AM
From: Yamakita   of 54805
 
Here's this lurker's port:

QCOM 24%
EMC 21%
JDSU 12%
CSCO 9%
RBAK 9%
INTC 7%
SNDK 5%
DELL 5%
ARBA 3%
NUFO 3%
GSTRF 2% (in 2003 leaps; started out as 10% . . . ugh)

Biggest mistake: lost a big pile on Softbank International (their arm in China), thinking that Mr. Son would do the same for China as he did for Japan. Never has blind trust been THAT blind . . . .
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