Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (22443)	4/9/2000 9:33:00 AM
From: tekboy	Read Replies (1) of 54805

<<I only note 1 Gorilla and 2 Kings out of the 20 BHD components, which is 15% G&Ks>> well, the Broadband Holders have three from the G&K list and three more from the Watch and Wait list, plus a lot of sympathy plays that should profit nicely from the same tornados. QQQ has more Gs and Ks, strictly speaking, but it has a lot of entirely different stuff as well (including Inutz, godzillas, boxmakers, biotech, and so forth) and its chief gorillas are mature silverbacks. BB's suggestion of Landis' Tech Leaders fund might be the best of the bunch, altho the costs are probably higher. I'm not recommending baskets, mind you, just pointing out that for those who might be inclined to favor such a vehicle--and I can see situations where that might make sense--the BDH is one to consider, at least if one wants exposure to cutting-edge tech going forward. tekboy/Ares@basketweaver.com

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