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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: StockHawk who wrote (11763)	12/2/1999 11:40:00 AM
From: Nichols	Read Replies (6) of 54805

Stockhawk- I've been going thru the same thought process for the past month. I feel more comfortable being diversified-Currently I'm in 14 stocks, mostly G&K. What I've been going back and forth is the following-Should I drop INTC & IBM (each represent appox.2% of port.) and consoladate more into Q/JDSU/EMC/NTAP/GMST/CREE? Any thoughts/opinions out there?

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