Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (4395)	7/30/1999 11:15:00 PM
From: Apollo	Read Replies (2) of 54805

Frank: I'm recommitting myself to the basic theme of the GG. I am a Gorilla Hunter <g>. I appreciate your sound reminder of GG principles. I am not ready to be exclusively all Gorillas, since there are so few. Too young and too caught up in learning the ropes of investing, nuances, etc. Not yet ready to settle down into near-complete no-brainer mode by investing in the 4 Tech Gorillas. However, > 60% of my portfolio is Qcom and Intc, so I do find myself subscribing more and more to GG. Since you are recommitting yourself, may I ask why you don't like the Gorilla Intc. I know you have mentioned dislike of semiconductor cycles, but would you be willing to expand on this? Do you think its Gorilla status in doubt? TIA, Stan

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