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I like the looks of your portfolio at the moment. Please check out my recent post on the "ten stocks that will dominate the next ten years" for other companies, I have most of what you hold on my list. You might want to diversify a little bit more (have a look at CREE or JDSU). Are you in the US? If so then definitely hold on to your NTAP until it can be claimed as capital gains rather than income. If you live in Canada like me (where all income and capital gains are taxed at the same rate regardless of how long you hold them) I would recommend selling more of your position. if you sell now, you'll have a year to put the money to work before you have to pay taxes on it. I would appreciate your comments on my ten stocks, have any recommendations? Do you consider Rambus a gorilla?

Thanks
Matt
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