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

To: Apollo who wrote (36874)	12/21/2000 7:15:39 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Apollo: Thanks. Since I missed the survey, I will respond generally. The main point is that I am holding. There have been no significant changes in the number of shares that I hold in each company in the past 3 to 6 months, but like many on this thread the dollar amounts currently are significantly less - but usually well above my purchase prices. Qualcomm is far and away my largest holding and will remain so. I see the Q as the best opportunity I can find in wireless and so I see no reason to change its weight. JDSU/SDLI in combination still looks to me to be the best holding in fiberoptics for many of the reasons that Judith outlined in her excellent analysis and report. SFE has been the rabbit in my stew and I am still holding. This is a case where I may see if I can buy new cheaper shares and then unload the earlier ones but I am not prepared to do that yet as the internet area still seems to me to have a way to go before it begins to recover. BTW my experiments in the internet area have not been a particularly rewarding experience to say the least. I intend to keep the others I mentioned in your earlier survey roughly as is, although there has been some shift in the relative weighting due to shifts in prices, not sales by me. As for mistakes, I would say that once again I was reminded that I remain much more comfortable in my own areas of concentration in wireless and fiberoptics than outside - such as in storage where I do not feel I have as deep a layman's grasp of the technologies and do not keep on top of developments as well. Best. Cha2