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To: Nichols who wrote (20806)5/30/2000 5:50:00 PM
From: freeus  Respond to of 35685
 
retoo heavily concentrated
I think you may be right: I have other stocks but Qcom was once 80% of my portfolio and now, because it's done even lousier than the others this year, is about 60%.
I'm going to use INTCfan's idea and slowly reorganize as things go up.
And have cash for when they go down again.
Freeus