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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (3350)7/2/1999 12:36:00 AM
From: Uncle Frank  Read Replies (1) of 54805
 
>> One of the problems I have when I have all my bucks in two
stocks is that I get bored!

Bill, a few posts back you said,

I am 82% Qualcomm, 17% CSCO, and 1% MSFT right now.

I've been reflecting on your leadership role in convincing
the thread that Q was undervalued. If we had known that you
can't count to three, we would have ignored your financial
analyses and missed out on a great opportunity.

Frank

I had to get even for that shot you gave me on the Q
thread <g>
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