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

To: DownSouth who wrote (1604)	4/30/1999 10:11:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>>That's "tin-wrapped software" Sorry to misquote you, DS; I knew there was tin in there somewhere <g>. Congratulations on your intc to qcom shift. I punched out of Intel entirely in January; love the company, don't like the sector. Probably because I've been in semis for so many years and see weakness in the structure of the business. My guess is that the 1/3 of intc you shifted into qcom will be worth more than the remainder of your intc holdings within 12 months. 204 seems like a high price now, but will look like a bargain soon. imo, Frank