Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (2793)	6/20/1999 8:35:00 PM
From: Len	Read Replies (5) \| Respond to of 54805

Uncle Frank, Let me add my kudos to Lindybill. I have been mostly lurking here almost from the beginning. I feel like I missed the Q opportunity but would like to get anyone's advice or thoughts regarding my portfolio. I am mostly invested in EMC, NTAP, and NEON. I love all three even though NEON has been acting like a yoyo and, given the nature of its product, may not qualify for the GG. Here is my question: Should I decrease my holdings in EMC and transfer to NTAP or Qualcom?] Or, has Qualcom reached a point that it will grow at the same rate as EMC? I have been in love with EMC but I know that falling in love can be an investing sin. Thanks for anyone's thoughts. Len

To: Uncle Frank who wrote (2793)	6/21/1999 1:25:00 AM
From: waverider	Read Replies (1) \| Respond to of 54805

Thanks Frank. In regards to Uniphase. Along with Lucent and Ciena, Uniphase is in the critical portion of optical fiber and amplifier technology that will blast us into the next century. With Uniphase's merger with its Canadian counterpart, I see it as an important leader in the future of communication tech. I own a small stake that I bought around $73. From what I can take from this group, it appears a lot of folks are in for the long haul...which is good, because despite all the bumps ahead, companies like Uniphase, QCOM, CSCO, Lucent and possibly QWST are going to be the new powerhouses of the new economy. Those who stick with them will be become very wealthy. BUT STAY ON TARGET....STAY ON TARGET. Trading is a fools game. Case in point. $10,000 invested in EMC in 1989 is now worth $5 million. Yes. And who the hell has heard of EMC out there besides us techies. Good luck, Rick <H>