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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 156.34+1.4%Jan 21 3:59 PM EST
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To: Wyätt Gwyön who wrote (113142)2/13/2002 1:57:30 PM
From: marginmike  Read Replies (1) of 152472
 
Yup thats baisicly what I did
"because obviously if you do well in QCOM in 99 because your deep knowledge of it in 98 caused you to overweight it (thereby exploiting an inefficiency), you would need to dump that strategy in 2000, 2001, and (so far) 2002 for some totally unrelated strategy, such as shorting the market, investing in value, gold, REITS, etc."

Now I am long Oils and Qcom again-g-
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