Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 175.07

+2.6%

Dec 3 3:59 PM EST

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To: waverider who wrote (89368)	12/7/2000 3:13:16 PM
From: Uncle Frank	Read Replies (1) of 152472

>> So buy just hanging on until fundamentals have changed is your basic strategy, if I am hearing you right. In a nutshell, yes. >> IF we get into similar valuation levels like we did with QCOM or NTAP in tha past and consequently your % of each over shadows everything else in your portfolio...would you consider cutting back? Yes, but only on a scheduled basis. As part of my newly prioritized focus on portfolio management, I will review my allocations at the end of each year and rebalance my portfolio. I won't do this on an interim basis though, since I have an extremely bad record at timing. uf

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