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

To: Uncle Frank who wrote (3873)	7/16/1999 8:54:00 AM
From: Another John	Respond to of 54805

Uncle, I had been planning for the past few weeks to increase my holding. It took some time to gather the cash ggg. I had decided to keep my present 7 year old car instead of blowing it on a new Mercedes. Hoping to buy the Merc on Profits! Cannot sleep at night, but sleeping all day! Regards John @snooze.com

To: Uncle Frank who wrote (3873)	7/16/1999 10:17:00 AM
From: LindyBill	Read Replies (2) \| Respond to of 54805

Frank, there was so much concern from the thread about my 99% position in Q that I took a new look at my portfolio this morning and made a change. I sold my 1% Microsoft position and bought more Q. I am now 100% Q.! Seriously, thanks, everybody, for your concern. I know that if you did not care, you would not bother to post to me. I would have agreed with you a year ago. But, on this stock, at this time, I am sure I have made the right move. Let the games begin!

To: Uncle Frank who wrote (3873)	7/16/1999 10:19:00 AM
From: DownSouth	Read Replies (4) \| Respond to of 54805

UnQle FranQ, I am afraid I caught up in the emotion of it all, but what's new? I have been wondering what to do about INTC and wondering what to do about my position in QCOM. I solved the problem in 2 easy moves this morning at the open--sold my INTC, bought more QCOM. QCOM is now 22% of my portfolio, second only to CSCO at 25%. Feeding the winners, and loving MSFT (3rd at 13%), NTAP, RMBS, PMCS, CNXT, JDSU. BTW, folks, if you ain't watching PMCS, you should. It isn't too late! (I am now a p-head and a q-head, watching my p's and q's.)