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


To: John Stichnoth who wrote (23476)4/25/2000 12:00:00 PM
From: Eric Jacobson  Respond to of 54805
 
Portfolio Survey

QCOM - 35%
GMST - 19%
CREE - 17%
CMRC - 8%
EMC - 7%
NTAP - 6%
ARBA - 5%
HLIT - 3%

My pick for a double that includes a measure of safety would be QCOM, which is why it's my largest holding.

I know you didn't ask, but my pick for a triple but with much less safety would be NTAP. I say this because their business seems to be effortless at this point.