VOLTAIRE'S PORCH-MODERATED Message Board

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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Voltaire who wrote (4511)	9/29/2000 3:42:19 PM
From: Nichols	Read Replies (1) of 65232

I've reduced my exposure on 4 positions, while increasing my QCOM holding. Based on valuation + what seems like great news on the horizon, I feel that QCOM has the best chance to double (should we experience a nice bull market). I'll buy back some of the goodies that I lightened up on, should they drop in a buying range that I'm comfortable with. FWIW.

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