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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tinkershaw who wrote (27691)7/11/2000 5:30:09 PM
From: Uncle Frank  Read Replies (1) of 54805
 
>> Even Uncle Frank started his own index fund for kicks and giggles

You got the wrong old guy, Tinker; that was Dancelot, but it was a failed experiment and he's announced that he intends to go back to Gorilla gaming in the fall. I remain concentrated in Gorillas and Kings, with csco, gmst, qcom, ntap, and sebl representing 87% of my holdings. I hold minor positions in sndk, intc, qqq, and sunw.

The Y2K market action has provided a dramatic lesson in the value of diversification, but while I have done so, I remain narrowly focused on G&Ks.

uf
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