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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: KY who wrote (19595)3/10/2000 6:58:00 AM
From: DlphcOracl  Read Replies (2) of 54805
 
KY: I agree with Lindy Bill's move. The key to his post is that he sold the QCOM in his 401K (non-taxable) portfolio. This makes eminent sense. Qualcomm is the only stock I hold that is down this year. Again, Lindy Bill is correct when he states that there is no evidence of an imminent move in Q's price while there are a plethora of stocks with attractive possibilities. I hold a large stake of Q in taxable accounts and have held it over 12 months so that I can sell at 20% taxable rate. It is obvious that although Q is a great company and a core holding in the wireless sector, its days of hypergrowth are over. It now competes with promising investments in: biotechnology, non-PC telecom chipmakers, internet backbone companies, fiberoptic/broadband companies. When Q recover later in the year (and it will), I will also sell off a major stake of my Q holdings and look for other possibilites.
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