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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (9947)	11/8/1999 12:12:00 PM
From: Dr. Id	Read Replies (1) of 54805

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% Downsouth, Only 7% NTAP!? But you're my NTAP thread maven! Hope that doesn't reflect your level of belief in the company... And...I hope you'll continue to provide excellent info! Jeff p.s. I'm at 9% NTAP and 11% QCOM. Hoping to increase both in the near future (I'm a bit overweighted in VTSS and AAPL...though I'm not complaining!)

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