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Technology Stocks : ADI: The SHARCs are circling! -- Ignore unavailable to you. Want to Upgrade?

To: Bill Martin who wrote (1318)	9/17/1999 5:38:00 PM
From: Ren Liu	Respond to of 2882

ADI is my home run holding for this and next year. To be a home run holding, you expect the stock to have an explosive positive price movement (up to now from $15 to $60) in one to two years time frame and you invest heavily to it as your core holding. The mutual fund manager has too many regulations to follow, and I believe that the most that a mutual fund can hold for an individual stock is no more than 4.5% of its total asset. I believe you are doing well for your investment. But if you want to score big, you may still need to pay tuition to the market. A good case study for the home run selection is QCOM(1998-1999).