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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: gdichaz who wrote (9946)11/8/1999 11:00:00 AM
From: DownSouth  Read Replies (5) of 54805
 
There is so much goodwill on this thread, some of it will be used to heal these wounds and there will be plenty left to invest.

I just sold my positions in MSFT and INTC and put it all in QCOM. Now I sit with

QCOM 41%
JDSU 15%
CSCO 14%
PMCS 9%
GMST 8%
NTAP 7%
CNXT 4.5%
CREE <1%

Thanks for all the good information this weekend that helped me to make this (long overdue) decision.

Jerry
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