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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (12293)	12/7/1999 4:39:00 PM
From: TigerPaw	Read Replies (1) of 54805

first requires one to carefully define the sector Ah, you have discovered the Achilles heel of my technique. I can't seem to get myself to perform sufficient analysis on companies I don't own in order to buy them. So if I sniff out a hot area I jump into something, start following it and see where it leads. (That technique led me to JDSU from an initial purchase of LVLT before I even discovered this thread) BRCD was one of the beachead purchases but I have not yet learned enough about the sector(s). I've been distracted by JDSU and QCOM lately. It does seem to me that whoever gets control of an interface will have no problem adding disk drives and cabinets to it. The sector(s) do have potential. TP

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