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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (35281)11/27/2000 9:02:50 AM
From: Roland Ebringer  Read Replies (1) of 54805
 
G&K Thread Personal Portfolio survey

Apollo my holding is as follows

QCOM 44%
CSCO 37%
CREE 14%
EMC 3%
NTAP 1%
CASH 1%

My biggest single mistake was bragging to some of my friends
about the share investments I had made and encouraging one of my friends to buy some QCOM in Feb before the techwreck.
I feel bad about this as I had been buying QCOM since the previous May and am still way out in front. Fortunately
she still likes the QCOM story and is hanging in for the
long haul.

OFF TOPIC:

I would like to add that I have been a SI follower for about
two years and an avid follower of this thread since its inception. The quality of the comments, analysis and wit is incredible. I have learnt much from all of the contributors and from your generosity in sharing your knowledge. There are many times that I wanted to come out of lurk mode but whenever I felt that I had a contribution to make there were others such as Lindybill or UF who were far more eloquent or pithy than myself. Perhaps one day I may get my chance. If any of you threadmunchers ever plan to visit my hometown of Melbourne AUSTRALIA please let me know. I promise you all a great welcome and I will "throw another shrimp on the barbie"
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