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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (24796)	5/15/2000 11:30:00 PM
From: fish	Read Replies (3) of 54805

Personal Portfolio Survey of G&K Thread: 4/2000 With QCOM 81.7% of my portfolio, you ask why I had so much faith in the company? 1. Management. Dr. Jacobs is very highly thought of and respected in his community. 2. I read that CDMA was "secure", and that the other technologies were not. 3. I read up on the work histories of Drs. Jacobs and Viterbi. 4. I thumbed through Dr. Viterbi's book on CDMA. 5. The company had profits. I have no regrets at all owning <so much QCOM>. Sure, I wish I had sold (in early Jan 2000) those shares in my portfolio that were long so that I could buy back in now with some profit to show for it. I have no intentions of trading in and out. Random thoughts on QCOM: I kind of wish I were in QCOM 100%. I'm totally comfortable with the company. The reasons have not changed, and the good news just keeps coming. <ggg> I'm an incredibly fortunate, unsophisticated newbie. Don't follow me, I don't know where I'm going! <g> Fish Lips

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