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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (3873)7/16/1999 10:19:00 AM
From: DownSouth  Read Replies (4) of 54805
 
UnQle FranQ, I am afraid I caught up in the emotion of it all, but what's new? I have been wondering what to do about INTC and wondering what to do about my position in QCOM. I solved the problem in 2 easy moves this morning at the open--sold my INTC, bought more QCOM.

QCOM is now 22% of my portfolio, second only to CSCO at 25%.

Feeding the winners, and loving MSFT (3rd at 13%), NTAP, RMBS, PMCS, CNXT, JDSU.

BTW, folks, if you ain't watching PMCS, you should. It isn't too late! (I am now a p-head and a q-head, watching my p's and q's.)
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