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

To: Len who wrote (17988)	2/14/2000 9:15:00 PM
From: rel4490	Read Replies (1) \| Respond to of 54805

Sometimes a little bit of contrariness pays off. Last week several people posted negative comments about Rambus. Since then the stock has gone from 73 to 111. Not a bad week. Now I notice that several posters are selling portions of their QCOM or complaining about the stock's performance. If the market can shake out these allegedly LTB&H'ers, then this quarter should mark a low for the stock.

To: Len who wrote (17988)	2/15/2000 1:04:00 AM
From: Apollo	Read Replies (2) \| Respond to of 54805

Today I did lighten my commitment to QCOM and increased my position in GMST Yeah, I've been thinking about doing exactly the same thing. But dadgummit, I decided at the beginning of the year that I was going to stick with LTB&H. I decided that Qcom would be the best young gorilla, and most Cisco-like, for the long haul, and that I wouldn't sell a single share. Just like Robert Jacobs and his MSFT. I'm still young enough, mid-40s, such that if this is a mistake, I think I can recover OK. On the other hand, given Q's performance this year, holding it violates Lindy's Russian Army approach. But because Q is a young gorilla, and MOSTLY BECAUSE I SEE NO DECREASE IN THE UNDERLYING FUNDAMENTALS, I'm going to stick with what I have, and reassess at the end of the year. I'm about 75% Q, so you all know what my portfolio performance is like this year. Trying to be patient. <G> stan