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

To: uel_Dave who wrote (15025)	1/12/2000 8:24:00 PM
From: Mike Buckley	Respond to of 54805

Imagine where QCOM will be in 2, 3, 4 or 5 years after its pause. Exactly. And David, thanks for taking the time to do the research to put things in perspective. --Mike Buckley

To: uel_Dave who wrote (15025)	1/12/2000 11:12:00 PM
From: Eric L	Respond to of 54805

David, << Cisco had at least two ~40% corrections in its stock ( CSCO ) over the last few years >> I was fortunate to add substantially to my CSCO positions in each of those corrections (specifically on March 14, 1997 & October 6, 1998). At the end of each year for 4 consecutive years I have taken CSCO profits to fund other investments, trimming CSCO back to 20% of my portfolio each year. If you read Moore carefully, you will notice he recommends a balanced portfolio, even though he talks about consolidation. As I write CSCO is 18.8% of my portfolio, the smallest % of same it has been for 4 years. << holding these Gorilla stocks tightly >> I hold the Silverback CSCO tightly. At some time I will trim young QCOM back to 20% of my portfolio, but for the moment I'm letting it ride at > 30% of my portfolio (it was > 37% a few weeks ago after that "abnormal" 12/29 day to be remembered). Like CSCO, QCOM has a few more tornadoes to go (IMO). 3G will be the big one. Estimates vary on when it will begin. I say 2004, could be earlier, doubtful its later. Licenses about to be auctioned in UK. cdma2000 or UTMS with UTRA (WCDMA) really doesn't matter. Q IPR is the air interface (UTRA). - Eric -