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

To: Dutch who wrote (11059)	11/24/1999 12:20:00 PM
From: Eric L	Read Replies (1) \| Respond to of 54805

Dutch, << My current portfolio is as follows >> FWIW my boring (taxed deferred) retirement portfolio (excluding cash) is comprised of: QCOM 26% CSCO 22% JDSU 13% GMST 11% MSFT 8% INTC 7% EMC 5% DELL 3% OMPT 3% WIND 2% Note that at the beginning of this year CSCO was 22% and QCOM <2%. MSFT, INTC, and DELL then constituted a considerably larger %. JDSU, GMST, and WIND are my 3 portfolio adds for the year. I have taken some very significant profit from OMPT and it will disappear in favor of CREE. I also hold a chunk of GMST, NOKA and several US GSM Carriers (which have been rockets in this wireless focused year) in a brokerage account I rotate more frequently). - Eric -