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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Bruce Brown who wrote (17976)2/14/2000 7:42:00 PM
From: Len  Read Replies (2) of 54805
 
Intersesting post, Bruce.

I am fervently trying to stick with GG philosophy but right now it appears that momentum buyers are affecting the stocks we follow here.

Today I did lighten my commitment to QCOM and increased my position in GMST. I considered CREE but was afraid it would be victimized by the momo's at some point. I have bben thrilled with NTAP but that, too, appears to be driven by momentum buyers.

So, what's up with QCOM?

Len
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