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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: StockHawk who wrote (31827)9/19/2000 2:50:22 AM
From: LindyBill  Read Replies (1) of 54805
 
Re: JDSU

I am surprised you sold some of this one, Stock, I may be blind on this one, but it is my biggest position now, (when I combine the SDLI with it.) We just got "FUDDED" real good on Optical, and there is nothing but good news out of these companies right now.

Re: Qualcomm

If you remember, last spring we got "Good News" and the stock rebounded from 120 to 159. When nothing followed the "Good News", we sank. I am seeing the same pattern now. One bad press story out of China and we are back to 59.
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