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

To: DownSouth who wrote (10526)	11/17/1999 11:35:00 AM
From: Dr. Id	Respond to of 54805

I want to buy some more Q here, but, as usual, I can't decide what to sell: QCOM = 44% JDSU = 13% CSCO = 10% GMST = 9% PMCS = 9% NTAP = 8% CNXT = 5% CREE = <1% 127.0.0.1:3456/SI/~wsapi/investor/chart?s=qcom+jdsu+c... Any comments? Suggestions (other than "leave us alone and make your own damn decisiions!") DS, Seems like a pretty great portfolio. Why would you want to touch it? You are already heavily balanced toward Q, with some diversification for safety in some GREAT companies. The only thing I might do would be to add to some of the other positions as I went along. Otherwise, leave it alone! (I should mention that I'm in the Mike B camp where while I think Q is a tremendous company and investment, something can ALWAYS go wrong, no matter how great the future picture looks...I sleep better when somewhat diversified). Jeff p.s. Don't listen to me...based on your input on the NTAP thread, you obviously know a lot more than I do! :-)

To: DownSouth who wrote (10526)	11/17/1999 11:42:00 AM
From: Seeker of Truth	Read Replies (1) \| Respond to of 54805

Dear Down, As my brother jokes, this advice is worth what it cost you. Anyway, if I were you, I'd sell the CNXT. It's a smallish semiconductor company. The shadow of INTC hovers over every would be giant in the semiconductor business. The P/E for the expected earnings in the year ending Sept. 2000 of 77 cents is 81, plenty high. The profit margin is about 8.4%. This suggests their product is close to being a commodity. Contrast that with your PMCS with a profit margin of about 33%. Evidently PMCS is doing something special which INTC can't easily imitate. Doesn't Q at the present price look better than CNXT?

To: DownSouth who wrote (10526)	11/17/1999 12:02:00 PM
From: Sunny	Read Replies (1) \| Respond to of 54805

DS, After the exposure to GG's remarks on NTAP, I would like to have some of it. However I am fully invested with QCOM = 47 Gmst = 28 SEBL = 18 Cree = 7 I winnowed out EMC, INTC & CYMI. Don't want to sell anything so I guess I'll just have to watch and cheer for you. Sunny

To: DownSouth who wrote (10526)	11/17/1999 12:20:00 PM
From: unclewest	Read Replies (1) \| Respond to of 54805

Any comments? Suggestions (other than "leave us alone and make your own damn decisiions!" ds, just one...go to lunch and take the rest of the week off. you deserve it. i am trying to figure out how to deal with your pending ntap report. uw

To: DownSouth who wrote (10526)	11/17/1999 12:58:00 PM
From: Apollo	Read Replies (1) \| Respond to of 54805

HI Jerry: JMHO, sell PMCS, CNXT, CREE, and even CSCO if you are feeling bold. I would sell INTC and LU in my holdings, but my wife would divorce me. stan

To: DownSouth who wrote (10526)	11/17/1999 2:06:00 PM
From: Percival 917	Respond to of 54805

Hi DS, Unfortunately your portfolio looks great. The only one I would consider selling would be CREE. But I have a position in it also. I wouldn't touch the others period. Maybe time for that 2nd mortgage!!<gg> Joel