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Technology Stocks : Wolf speed -- Ignore unavailable to you. Want to Upgrade?

To: LindyBill who wrote (1937)	2/9/2000 10:33:00 AM
From: Sunny	Read Replies (1) \| Respond to of 10713

Lindy, Last summer and early in the fall I acted on some of your thoughts about cleaning out the junk from the portfolio and reducing the total number of holding. I went from 12 down to 4 by November (QCOM, SEBL, GMST & CREE( starter set of 200 shares at 42)). In December, I added JDSU and then in early January I sold 40% of my QCOM (182 - 161)and added NTAP and reinforced JDSU and CREE at 82. So now I am at 6. Qcom is still my largest holding but CREE and GMST are getting much closer in size due to the price decreases in Q & G and the 75% run up in CREE. Thanks for giving me your thoughts. Sunny