Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: DownSouth who wrote (20124)	3/14/2000 10:58:00 AM
From: Eric L	Read Replies (1) of 54805

DownSouth, << 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. >> My feelings exactly (excellent, well-balanced article)and a pretty realistic analyses of the current state of QCOM affairs, IMO, although I am hoping he is exaggerating the potential drop in royalty rates, China aside. I will hold QCOM for the same reason although over the last few months I've trimmed my position (or its been trimmed) to 20% of my portfolio. This is not negative thinking in regard to QCOM, just one of my personal principles for portfolio balancing. Today QCOM, CSCO, & JDSU are each 20% of my 9 stock portfolio. Profits from QCOM have funded new positions in SEBL, and NTAP (and the CREE shiny pebble) just as in previous years profits from CSCO have funded positions in EMC, JDSU, and QCOM. - Eric -

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next