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

To: kech who wrote (6132)	12/11/1997 7:49:00 AM
From: Ramsey Su	Respond to of 152472

Tom, I am only holding a core of QCOM, LOR, WIND, VSAT as insurance in case I am wrong. When the SEA problem first surfaced, I went from $0 to about 10% in my portfolio, then 20-30, now about 40%. Leaving town this weekend, I may boost cash to over 50%. I have been shorting and making a few bucks here and there, not exactly hard to find the "losers" during the past couple of weeks. Leaving short positions open during a 3+ wk vacation, however, is still too risky for my style. ORCL killed me this week but I did manage to bail out of CS, DIGI and COMS before their respective dives. Ramsey