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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 11:14:00 PM
From: midwest5  Read Replies (2) of 54805
 
After a year of lurking (freeloading), decided it was time to join SI and thank all the elders on this incredible thread. I followed Mike B over here from his Front Office Game on the fool.
Years ago, I was involved in the development of spread spectrum communications systems -- classified then, you call it CDMA now. That, and a Geo Gilder article caused me to take a very small position in Q early on. This thread gave me the motivation to add to that small position five times over the last year. College education for a couple of grandsons is now assured.
My portfolio at the beginning of 99 had 24 stocks, have dumped the deadwood that ego was causing me to hold, and am down to half that now --probably need to prune more. Very long on Q, also holding GMST, SEBL,CTXS,GBLX,NTAP,ITWO,GSTRF,CMVT and HD.

Thanks again for the great forum
Midwest
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