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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Percival 917 who wrote (11604)12/1/1999 1:19:00 AM
From: Uncle Frank  Read Replies (5) of 54805
 
Squire J, I'm amused by the downtrend in Q. The string of incredibly positive news releases (hdr, one.tel/lu, China, etc.) should be reason for rally, not retracement. I see this as a time to grip tightly to our positions and keep our eyes on 2000, when many of these programs will result in substantial revenue growth. It also offers a nice entry point for those wishing to shift allocation to the thread's favorite Gorilla. The market can do what it wishes from day to day, but long term, growth of revenue and profits will rule out.

fyi, I diversified a little more today. We now hold qcom, gmst, ntap, sebl, and qqq. I'm not sure if all will be Gorillas, but I'm convinced all have great prospects, even if as Kings.

ndx futures are up 14.5 as we speak. Maybe the dealers will be kind to us tomorrow <g>.

Casino opens 8h 15m
uf
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