Wow, Uncle, your conviction on the Q is comforting as I rebalanced my portfolio today bringing Q to 30%. Q now shares equal billing with my beloved RNWK (wish the cost basis was equal<g>) Fully developed gorillas occupy the rest of the space.
QCOM's decision to divest the phone division clinched it for me. This company is clearly heading for enabling dominance. And idler's report on the conference was just further reinforcement.
Interesting to hear of your comfort level, knowledge, etc. on the company. I know that very, exact feeling, but on a different company .
Volatility of the internutz, yeahhhhh, well I think I've become numb to volatility having watched my portfolio double, then back right to where it started, back to up 75 %, then back to where it started, and now back up again. And all that since Jan 4th. But as I said before, volatility is the price of admission to big growth. If you have done your DD and really believe, you know the comeback is inevitable.
Any significance to the Feb 2000 reference?
Grateful, Rory |
