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Strategies & Market Trends : Gorilla Game Investing in the eWorld -- Ignore unavailable to you. Want to Upgrade?

To: gdichaz who wrote (369)	9/18/1999 12:06:00 PM
From: Sunny	Read Replies (1) \| Respond to of 1817

QCOM was ~50% of my portfolio, now down to 25%. As I ponder over my options while catching up on a weeks worth of post, I am coming to a conclusion that I may not be comfortable buying companies whose sole value comes from the underlying value of the companies they nurture. (I still like this term much better than incubators. I understand companies that make something better. I certainly like what I have seen about SFE but it just may not be for me. (at this time) sunny