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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Percival 917 who wrote (19584)	3/9/2000 10:27:00 AM
From: LindyBill	Read Replies (14) of 54805

RE: My Portfolio My impression from the Qualcomm Annual Meeting was: 1) China, for political reasons, is holding up Q development. 2) The Phone Division sale, at 235M, was lower than expected. 3) There is no big "good news" in the immediate future I just don't see any major upward move on Qualcomm in the near future, while the rest of my portfolio is going ballistic. I have no tax consequences when I sell the stock because it is in my 401. I want to double my cash position, because of retirement, and general distrust in this market. For these reasons, I have used the "Russian Army" approach to Qualcomm and sold my total position out at 125 this morning. I will keep enough of the proceeds in cash to double my cash position, and put the rest into the market. I will post what I end up buying over the next few days. it will be mainly increases in companies I now own, with a couple of new ones added. I have total belief that Qualcomm is a great buy. I just think we are going through a quiet period, and that I can do better elsewhere in the next few months. I will buy back in before the year is out

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