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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (15166)	1/14/2000 8:29:00 PM
From: Eric Jacobson	Read Replies (2) of 54805

No need to be concerned, DownSouth. You haven't persuaded me to buy NTAP or what to sell to do so. I'm making these decisions on my own. I was just thanking you for your input and letting you in on my dilemna. Since I don't time the market, I'm 100% invested, which means I have to sell something to buy something I think has better risk/reward prospects. It's a tough call when you hold Gs+Ks to decide which to sell. The only thing I can time is when to make the switch and the percentage of each I want in my portfolio. When I spoke of paring down Q, I'm thinking of reducing it from 65% to 50% - so it will still be a hefty percentage of my portfolio. Also, I spoke prematurely when I mentioned NTAP was within a couple of points of making a new high. It made a new high today on more than twice the average volume. This is a very positive sign - one that should make G+Kers sit up and take notice.

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