Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.18

+1.1%

Dec 18 3:59 PM EST

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To: dougjn who wrote (12786)	7/22/1998 9:38:00 PM
From: Renby Cage	Read Replies (1) of 152472

dougjn As an all out Q/Lor/G* player, the most creative i get is an occasional reallocation within my triumverate. Right now I am loading over somewhat aggressively to G. After today it is the most compellingly undervalued. Last week it was Qualcomm, and I hyperallocated over there at 54, just in time to make a quick 8 1/2 points before selling those shares a little prematurely today. I did get in to G at under 25 though. However I hold a core untouchable amount of all three that I won't sell until I hit my targets. My targets: Qualcomm:200 Loral:140 G*:175. When I hit my targets, projected in 3-5 years if all goes well, I cash in half. 20% of my portfollio is allotted for trading in other companies for fun and profit kind of like a hobby. Renby Cage

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