IS.com,
here's how mine went: I become aware of QCom in 1995, an immediately put in about 15% of my total (I knew "spread spectrum" from way before that, from a military project in the recent past). I did not wait for a perfect entry point. Also, back then, there was no telling what that might have been, it was all over the price. My technique has always been to not diversify, and I was mostly in INTC and DELL. Then, in early spring of 1999 i saw that ERICY kneeled, I knew that the time had come. By the time I got to it, QCOM price had almost doubled. But that only made me deliberate may be for a day or two. So I sold everything and put it on QCOM (with max margin). What a ride that was.. Going faster than anybody ever went, as if strapped to a rocket ship, cutting through anything, with bugs in your teeth. I went all the way up and down the roller coaster, and still here with much the same position, and still considerably above my level of spring 1999, still looking at the sky, and it looks even closer today.
best,
sam a |
