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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (12562)12/11/1999 6:31:00 PM
From: gdichaz  Read Replies (1) of 54805
 
Mike: Congratulations on turning another century mark in the Front Office Gorilla Game.

I am thinking about changing the composition of my telecom game and remember that you changed the composition of yours a bit some time ago and would like to use the same method you used to stay consistent and on track for comparability purposes - to keep the measurement from May 1998 parallel to yours.

Could you help on that?

Specifically I plan to substitute JDSU for TLAB which has the second weight in the game and something else (yet to be decided) for LU. I would keep the Q as half of course. And also keep NT since it is really becoming much more of a leader in fiberoptics supply in addition to wireless and other key telecom areas. NT will be my sole general "arms supplier" for telecom equip supply.

For any interested, the old game is currently here:

techstocks.com

(Note: This link is in the old, standard, classic or whatever SI - I tried to migrate the game but was blocked by SI from doing so)

The Q has carried the game.

Best.

Cha2
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