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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: marginmike who wrote (97569)	4/17/2001 12:58:42 PM
From: carranza2	Read Replies (2) \| Respond to of 152472

Although I'ma much-laughed-at LBT&H investor with a substantial percentage of portfolio in Q, I'm thinking that it might be a good idea to sell of some of it now, and hold some cash for what I think are going to be some really good buys amongst the generals like INTC, CSCO, etc. in the next two to six months. These are good companies that, like the entire tech sector, aren't going to disappear overnight. Hate to go against my LTB&H philosophy, but sometimes you hold 'em, and sometimes you fold 'em. I'm not confident nor experienced enough as an investor to be able to do anything other than LTB&H, but the signs are all there for anyone trying to pick up value in the midst of the tech wreck.