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


To: Glenda King who wrote (11176)11/25/1999 6:47:00 PM
From: TigerPaw  Respond to of 54805
 
My portfolio is under revision, I've shed several stocks but have more housecleaning to do. This represents stocks I have, I also have a bunch of mutual funds in 401K and deferred savings plans, miscelaneous options, and real estate. This has evolved from 90% Dell a year ago.

DELL 25.8%
EMC 22.8%
IBM 12.5%
JDSU 8.7%
CSCO 7.9%
QCOM 7.0%
* 5.2% (Euro-pacific mutual fund)
INTC 2.8%
BRCD 2.6%
GMST 2.0%
MSFT 1.6%
LVLT 1.3%
QWST 1.2%
SFE 1.0%
MXTR .2%
TP (Doesn't add to 100% because of rounding errors)



To: Glenda King who wrote (11176)11/25/1999 9:10:00 PM
From: D.B. Cooper  Respond to of 54805
 
Hello Glenda
As a long time Rambus lover I got out after Comdex and no movement on the stock.
I am really watching it close and will be back in on some positive news or earnings. I will not mind paying a little more and catching it on a run than sitting with so much capital not moving in this market.
good luck
don