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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Bruce Brown who wrote (5289)	8/24/1999 12:04:00 PM
From: LindyBill	Read Replies (2) of 54805

I worried an awful lot about that line in "The Gorilla Game" manual - as everyone seems to call it here - that advised to hold Princes and Kings lightly. Most of here had Dell, Bruce, and made a bundle on it. I knew last year that the run had to end sometime, and that the boxmakers would get caught in the price slide. When the earnings leveled off in late '98, I watched it like a hawk, and when we got the earnings warning from an analyst just before earnings in Jan of this year, I was out in a "New York Minute!" Uncle Frank was a bit more stubborn! :0) That is why we hold them lightly!

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