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Pastimes : G&K Investing for Curmudgeons -- Ignore unavailable to you. Want to Upgrade?

To: LindyBill who wrote (3947)	7/21/2000 6:07:29 AM
From: shamsaee	Read Replies (1) \| Respond to of 22706

Lindy interesting you brought up qcom.If I can look back years from now and ask myself what I learnt this year,it would be to reduce my exposure and take some profit when stocks run up without fundamental reasons and beyond any reason.Qcom was every momo's dream last year and now its SDLI and a few others.This merger will take 6 to 12 months for approval and that is long period to expose yourself to the risk. SDli moves with JDSU and the recent addition of JDSU to S&P 500 has helped.ON the positive side if JDSU can get over 130,It will hit its all time hi and then you are looking at 600 on SDLI but,I would definitely look at getting out then. I am really glad your portfolio is back in green,I wish Mine would get there but qcom is not going to let that happen for the short term. Yesterday was a great day,watched golf and occasionally checked on q.I was thinking the worst but it turned out just fine.