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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Eric L who wrote (8949)10/27/1999 9:36:00 AM
From: Nichols   of 54805
 
JDSU- I too have been told that the pullbacks will be strong and swift-didn't jump on the minor dip last week of 110 to increase my holding- oh well. Although JDSU is only a King, I view it in the same light as QCOM- Great management, their industry is EXPLODING, and they are the leader in that industry.
Tekboy- to answer your question concerning cash- I'm sitting on 5% cash. Expect to invest that in late November.
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