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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (14765)1/9/2000 11:04:00 PM
From: Mike Buckley  Read Replies (1) of 54805
 
The thread founders favored established Gorillas - Silverbacks as it were. They are the safest bet in the high tech investing Universe.

For those who look at me as a thread founder (not sure that's accurate but Frank insists on it), I do think of Silverbacks as the safest though I tend not to put as much emphasis on that as I think Frank does. For the record, I own one Silverback (Cisco) which was about 8% of my portfolio until I gave half the stock to charity last year. Frank, if I remember correctly the Silverbacks occupy a relativel small part of your portfolio too, right?

Dancelot, Merlin, Galahad and I are older people, with short investing windows.

I do not have any floor-to-cieling windows in the house, but I only turned 49 a month ago. When I need someone to start digging the grave, I'll be sure to ask Frank. LOL!!!! :)

--Mike Buckley
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