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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (4269)	7/25/1999 5:20:00 PM
From: gdichaz	Read Replies (1) of 54805

Mike: Right on. Assume that is the reason you try to keep on top of the front office as a core area and invest in others outside such as the Q rarely as targets of opportunity. Is this fair? In my case, I have found as a non techie I can only really dig deep enough to feel I fully understand the fundamentals and then keep up in one major area at a time. For me this was once semiconductors, then computer software, then networking, and now telecom equip with emphasis on wireless and fiber. Don't go outside except for SFE. (Just could stand missing intellectual challenge of the internuts). And even though I am now fully retired, the time all this takes is horrendous. But, thankfully, profitable. Concentration on a area makes investing more practical IMO. Can learn, digest, analyze, think, and act more easily. And sleep better at night because of some confidence you know your area and its priorities pretty well. Best. Cha2

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