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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (2793)6/20/1999 8:35:00 PM
From: Len  Read Replies (5) of 54805
 
Uncle Frank,
Let me add my kudos to Lindybill.
I have been mostly lurking here almost from the beginning. I feel like I missed the Q opportunity but would like to get anyone's advice or thoughts regarding my portfolio.
I am mostly invested in EMC, NTAP, and NEON. I love all three even though NEON has been acting like a yoyo and, given the nature of its product, may not qualify for the GG. Here is my question: Should I decrease my holdings in EMC and transfer to NTAP or Qualcom?] Or, has Qualcom reached a point that it will grow at the same rate as EMC? I have been in love with EMC but I know that falling in love can be an investing sin.

Thanks for anyone's thoughts.

Len
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