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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Nichols who wrote (3347)7/1/1999 12:39:00 PM
From: LindyBill  Read Replies (1) of 54805
 
Allen, since I screwed up by saying, " Go down the list and get rich!", let me clarify. Most of us are in Qualcomm, MFST, and CSCO. Then we are all over the place on the rest.

I think most of us are out of the boxmakers like Compaq and Dell right now, and a lot of us are out of INTC. Also AOL is not a big favorite at the moment. UNPH and Rambus are liked. Mike is big on Seibel.

If I had all cash, and bought in today, I would probably buy 50% Qualcomm, 20% CSCO, 20% MSFT. and 10% UNPH. I am 82% Qualcomm, 17% CSCO, and 1% MSFT right now.
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