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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (23399)	4/27/2000 1:46:00 PM
From: nosmo_king	Read Replies (1) of 54805

Portfolio Survey Dr. Nasraway, one more to add: This one's from my brother and sis-in-law who are perennial lurkers (well, since last fall). They've read and re-read the RFM I sent them last year and are adjusting their portfolios accordingly. They are avid lurkers and "PAW's" (prodigious accumulators of wealth, O'Shaughnessy's term?) who, as such, have not yet ponied up the lifetime membership fee to SI. With his permission, and if allowed by the rules of the portfolio survey, I'm posting their portfolio: <<You may submit to Stan our portfolio if you'd like: 46.0% Cash (which we will use to buy much more GMST & NTAP and probably QCOM) 11.0% QCOM 10.4% JDSU 7.3% CREE 7.0% NTAP 6.6% CMGI (pre manual) 6.1% NBMIX (my version of QQQ) 3.3% GMST 1.4% KOREA (pre manual) 0.5% CNQR (pre manual) 0.4% SCOC (pre manual)>> And, not really in keeping with their "PAW" status, I might add that their most impressive (but not G&K) investment lies in the stock pile of wine they've been collecting. My lil bro a true oenophile. --nosmo (Tony)

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