Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: pann1128 who wrote (26399)	6/15/2000 9:42:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 54805

RE: Qualcomm what convinced you to sell when you did. I left the annual meeting in March with the feeling that there was no big good news coming, and that very good news was needed to propel the price up. My comment comparing Q to softie in '89 may be off my a year, but I know that MSFT had one year in the late '80s where the stock ended up down for the year. They were in a terrific fight for share, and it looked like Word Perfect was going to kick their butt. I am not the "seer" that you people take me for. I should have sold it all on Jan 1st, instead of just selling some, and I should have stuck by my guns and stayed out after I sold it all. I have really got my butt kicked this year. Fortunately, I had the total portfolio high enough that I could take the slide and still not worry about retirement. I made a vow not to fiddle with what I had between now and the end of summer, except for a "bad news" situation like Citrix, which I dumped for a 70% loss on a 5% portfolio position. This has been a good year to learn that we are not as smart as we thought we were last December. It will probably help those who learn the lesson, make a lot more money the next few years.