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

To: Apollo who wrote (24796)	5/15/2000 11:30:00 PM
From: fish	Read Replies (3) \| Respond to of 54805

Personal Portfolio Survey of G&K Thread: 4/2000 With QCOM 81.7% of my portfolio, you ask why I had so much faith in the company? 1. Management. Dr. Jacobs is very highly thought of and respected in his community. 2. I read that CDMA was "secure", and that the other technologies were not. 3. I read up on the work histories of Drs. Jacobs and Viterbi. 4. I thumbed through Dr. Viterbi's book on CDMA. 5. The company had profits. I have no regrets at all owning <so much QCOM>. Sure, I wish I had sold (in early Jan 2000) those shares in my portfolio that were long so that I could buy back in now with some profit to show for it. I have no intentions of trading in and out. Random thoughts on QCOM: I kind of wish I were in QCOM 100%. I'm totally comfortable with the company. The reasons have not changed, and the good news just keeps coming. <ggg> I'm an incredibly fortunate, unsophisticated newbie. Don't follow me, I don't know where I'm going! <g> Fish Lips

To: Apollo who wrote (24796)	5/16/2000 1:43:00 PM
From: William	Read Replies (1) \| Respond to of 54805

Apollo - ELON first to double From the double portfolio - ELON 69 3/8 +12 3/8 10 71 1/8 - 61 7/16 3,397 339... +104.4% Wasn't my pick as the double, but I did buy some at 21 11/16 (on 4/17) so that is a triple for me. Now, if the rest of my holdings would triple... William

To: Apollo who wrote (24796)	5/17/2000 2:09:00 PM
From: H Peterson	Read Replies (6) \| Respond to of 54805

Personal Portfolio Survey of G&K Thread: 4/2000 I didn't want to reply to the survey with my small holdings but after I read that Fish Lips had the highest percentage of Qualcom in his portfolio of the people responding, I decided to take that title away from him. I have 100% Qualcom in my portfolio. Given it's only 19 shares I am really excited about them. I dropped out of my company's 401K plan because I had no say in how it was invested. When I checked to see what their major holdings were, (Bonds), I decided to pull out. I still invest the same percentage although I realize it is not pre-tax dollars but I think I can do better in G&K stocks over the long haul compared to what they were invested in. Every two weeks or so I just buy another share of Qualcom. Commissions are killing me by buying one share at a time, (E*Trade @ $19.95) but have been able to take advantage of the dips of late. H Peterson PS....Hoping to duplicate Lindy's great run with Qualcom..lol