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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 170.90-1.3%Nov 7 3:59 PM EST
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To: DownSouth who wrote (26413)4/7/1999 3:05:00 PM
From: LindyBill  Read Replies (2) of 152472
 
What should I sell, zoot man?

I reduced my MSFT position from 58% to 18% to pick up Q. We are due for, and are getting a run in CSCO. I will hold CSCO position indefinitely.

I am no longer a INTC holder. Great stock. Will do well, but I think the margin pressure at the low end is going to keep it from making the runs it used to. Although a "Gorilla", it seems to be turning into a cyclical commodity company.
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