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No. of Recommendations: 0
I'm about 3/4 the way through the book and it has been very helpful for me to understand my own tech holdings. I've haven't changed anything in my portfolio yet, because I think I've generally been on the right track.

Here's a rundown of what I own and how I think they fall in the scheme of things. (Listed in order of size of holding). Let me know if you disagree.

Tech and internet
AOL Godzilla
YHOO Godzilla? King?
CRA Doesn't apply
CSCO Mature Gorilla
AMGN Doesn't Apply
AXP Doesn't Apply
MSFT Mature Gorilla
INTC Mature Gorilla
QCOM Young Gorilla
SGP Doesn't Apply
ATHM Godzilla?
GPS Doesn't Apply
AMZN Godzilla?
DNA Doesn't Apply
TLD Prince

My wife's:

NOK King
ORCL Gorilla?
HD King

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