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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tekboy who wrote (22439)4/8/2000 12:43:00 PM
From: Uncle Frank  Read Replies (3) of 54805
 
>> Only partly true, because they don't define "broadband" narrowly enough to correspond to a single game, royalty or otherwise.

Arguably, I only note 1 Gorilla and 2 Kings out of the 20 BHD components, which is 15% G&Ks. How do you rate them? And while I haven't the time this morning to calculate it, the components don't appear to be precisely weighted by market cap as is QQQ. But the prime weakness I see is that they are a ML product; where's the catch?

uf
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