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

To: LindyBill who wrote (955)	4/2/1999 4:34:00 PM
From: John Carragher	Respond to of 54805

I may move some money back to qcom but just some.... It will take me a while to determine if this mm moving the stock or excellent investment. thanks for your thoughts. & others.... John

To: LindyBill who wrote (955)	4/3/1999 10:11:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> I have just about convinced myself to sell all of my softy and make QCOM 55% of my portfolio monday. I admire your vision, Bill, but find it damned near impossible to sell Mr. Softee. I agree that there may be some bumps in the road for msft this summer, but timing it is beyond me, and their fundamentals seem to be improving rather than deteriorating from old age as that upstart iconoclast Chaz too (wonder what happened to Chaz won) has suggested <g>. There are only 3 big sector Gorillas in existence, and I have heavy positions in 2 of them (got out of intc as I don't like cyclicals). When I shift allocation to qcom, I'm going to take the seed money out of my King investments (dell and aol), not from the Gorillas, as I see Gorillas as the ultimate long term play. I admit I get severe pangs of envy when I look at short term charts of issues like rnwk (http://www.techstocks.com/~wsapi/investor/chart?s=rnwk&pts=60&span=Weeks), but all I need do is pull up the 5 year graphs of msft and csco to ease the pain: techstocks.com The beautiful feature of msft and csco is their resistance to any sustained drawback; part of the Gorilla dna they are blessed with. In the current market it's hard to remember that an investor could actually lose money if his company doesn't perform to market expectations (a lesson I painfully learned through dell earlier this year). I don't have much to worry about with msft and csco. I like qcom a lot, and have come to believe they are a probable member of the Gorilla Clan, but I'm not as light footed as you, so I'm going to commit to it in stages. You'll probably crush me with your returns this year (again), and I'll be rooting for you, but I'm going to be very deliberate about qcom and stick with msft and csco. Stodgy Old Frank