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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (35281)11/26/2000 5:58:36 PM
From: BDR   of 54805
 
What do you own?

CSCO		      5%
GLW		     14%
GMST		      2%
JDSU/SDLI	     24%
NTAP		      3%
NT		      3%
QCOM		     10%
SEBL		     15%

		
Cash*	   24%

*Real cash is 10%, other "Apollo Cash Equivalents" 14%

What was your single largest mistake in 2000, and why do you think it was a mistake?

Adding to several of the above positions in Jan-Mar at the same time I was telling myself that these prices were unprecedented. Blind exuberance.
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