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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DownSouth who wrote (10584)11/18/1999 3:19:00 PM
From: Greg Hull  Read Replies (1) of 54805
 
Sir Galahad,

<<Your discovery of ANCR was fortuitous, and ANCR is not Gorilla. IMO its fortunes will moderate as the host of competitors rush in with new products in this standards-based fibre channel market. Hold it lightly.>>

LOL. Where was your advice a couple years ago when it would have saved me from an anguish-filled 1998? If I had held it lightly I wouldn't be holding it now. I have no illusions that Ancor or any other Fibre Channel switch provider is a Gorilla. It's not that I don't want to transition out of ANCR, it is when is the optimum. I'd sure feel better if I could model future price rises, take a first derivative and determine on which date to switch to Q or GMST.

ANCR has outperformed Q since the 3/25/99 proclamation, but will this be true on 3/25/00? I have followed ANCR for three years and know it much better than QCOM. I glanced at the Q last winter but didn't dig very deep. Had I paid attention to the GG then, I never would have bought CMGI and MSGI this past spring, but would have grabbed QCOM instead.

What attracted me to the Gorilla Game is a desire to transition from high risk to lower risk stock, without decimating my annual return. Now I think I know what to transition to, next I have to figure out when.

Looking forward to future conversations with you,
Greg
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