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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: t36 who wrote (10218)	11/14/1999 11:34:00 AM
From: Len	Read Replies (1) of 54805

T36. I have struggled a little with the same questions. Gemstar looks great in the long run. I bought a position a few weeks ago and it did well. However, I decided I was a kittle premature so sold it and bought WIND. It too, went well. Then I reconsidered and sold WIND to buy back the Gemstar. On Friday I felt like a genius. Here is the problem. Both look great but I have more difficulty determining WIND's potential as a gorilla. But, it looks great and the real problem is not having enough capital to buy both. I am once again struggling with the decision to possibly sell all my EMC and buy one or both of Gemstar or Wind River. Len

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