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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Bretsky who wrote (20121)3/14/2000 10:18:00 AM
From: DownSouth  Read Replies (2) of 54805
 
Bretsky, that was an excellent, well-balanced article from Jubak. Thanks for posting. It does sum up QCOM's current situation nicely.

I am holding my QCOM. It is a Gorilla.

I must admit that this is a bit painful as I watch RMBS go to the moon, but I believe than in the framework of 1 or more years QCOM is the less risky, more profitable place for me to be.

In the meantime, QCOM has slipped from over 50% of my portfolio to less than 40%, primarily because of good moves by NTAP, JDSU, CSCO, GMST and to a lesser degree because of good moves in my smaller holdings in CREE and ELON.
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