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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (23399)4/25/2000 2:47:00 AM
From: shamsaee  Read Replies (1) of 54805
 
Personal portfolio as of 4/24/2000

QCOM 43%
SEBL 12%
NTAP 12%
CSCO 6%
Cree 6%
GMST 5%
ITWO 4%
ARBA 3%
JNPR 3%
ELON 3%

Cash 3%

I would say QCOM would be my pick to double within the next 12 months as,I believe their chipsales and royalty revenue will be outstanding going forward and will exceed any estimates out there.

I plan on selling ELON,JNPR,ARBA once prices recover from current levels and adding more QCOM and NTAP.
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