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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (26278)6/13/2000 11:04:00 AM
From: tekboy  Read Replies (2) of 54805
 
For posterity...

Sold off tekgirl's CTXS holding at 24 this morning; 40% loss in ~7 months. Split the proceeds into three parts. Put 1/3 into CREE at 146; 1/3 into ELON at 63; and 1/3 into SNDK at 66. Apart from her index funds (about 40%), her holding were, in order, QCOM, JDSU, GMST, CSCO, NOK, SEBL, ITXC, NTAP, CREE.

She has a perfect LTB&H attitude (apart from the occasional snide comment); we'll see how the move looks down the road...

tekboy/Ares@tekbabyneedsnewshoes.com
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