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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Len who wrote (11149)	11/26/1999 9:34:00 AM
From: DownSouth	Read Replies (1) of 54805

Len, RE: NTAP. I am more optimistic about NTAP's future than ever before. It is a relatively small holding in my portfolio because: 1) NTAP is not a Gorilla. It may become a Gorilla. It may also remain royalty. 2) Its appreciation relative to my other holdings has forbidden me from "reinforcing the winners". 3) I have an emotional attachment to NTAP that actually causes me to be overly cautions with NTAP. I am not sure that NTAP will become a larger portion of my portfolio because QCOM, JDSU, GMST, PMCS are great performers. These are the problems we like to have <g>

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