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 (9449)	11/3/1999 8:50:00 AM
From: Bruce Brown	Read Replies (2) of 54805

The belief is that a portfolio of Gorillas will have a superior risk/reward ratio than any other investment mix. UF, Nice distinction. In the case of Qualcomm and Siebel - there has been a certain risk/reward of not being invested over the past year. Yet, we know how important it is to be declared the gorilla. In Qualcomm's case, I think we would agree there was one defining moment that helped trumpet that declaration. In Siebel's case, the game isn't quite as clear in terms of one defining moment. Although, I would hasten to add that the recent quarter's numbers as well as the timing of the Clarify and Vantive acquisitions came about as close as a defining moment to clear my vision. What we are seeing in both stocks unleashing share price seems to me to be investor vision becoming clearer and clearer. Quick question - do any of you know of a online firm that allows pre-market and after hours trading that doesn't require round lot trading, or is that the normal way of off market hour trading? I tried to add some shares last night for my son and he didn't have the cash available for a full 100 shares. BB

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