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Technology Stocks : ADI: The SHARCs are circling!
ADI 234.99-1.1%Nov 14 9:30 AM EST
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To: Mike 2.0 who wrote (2011)8/17/2000 2:18:12 PM
From: Ren Liu  Read Replies (1) of 2882
 
QCOM was the home run pick for 1998 and 1999, and ADI is the one for 1999 and 2000. I am just an ordinary investor who believes and benefits from the strategy of home run picks.

Actually, just like everyone out there, I like ADI a lot due to its technology leadership and diversification. When you have time, plot out the ADI chart versus QCOM, and imagine what could happen next.

To: Bill Martin who wrote (1318)
From: Ren Liu
Friday, Sep 17, 1999 5:38 PM ET
ADI is my home run holding for this and next year. To be a home run holding, you expect the stock to have an explosive positive price movement (up to now from $15 to $60) in one to two years time frame and you invest heavily to it as your core holding................A good case study for the home run selection is QCOM(1998-1999).
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