Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Bruce Brown who wrote (29439)	8/5/2000 2:24:40 AM
From: Uncle Frank	Read Replies (2) of 54805

>> I see more value in uncovering more youthful companies that are emerging in a gorilla or royalty game. That way, money is diversified within various 'age' groups of the most dominant technology companies in the various segments. Since I know you put capital preservation high on your list of priorities, it would be interesting to know how much of your portfolio you devote to prospecting endeavors versus lower risk investments. Speaking for myself, my portfolio has grown increasingly conservative as this most difficult year has progressed. Wasn't Y2K supposed to be the year that the market would enthusiastically embrace high tech? uf

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