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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: voop who wrote (30933)9/2/2000 1:59:39 PM
From: Apollo  Read Replies (1) of 54805
 
Great comeback on KOPN.
Thanx for the perspective. We're interested. It's on my watch list.

Which means I'm usually late in pulling the trigger, not to mention in scrounging around for investment capital. I was late to JDSU (Dec 99), and late to NTAP (April 2000).

I was early to Rambus; and early to Gemstar, though I'm not complaining.

So now, I'm watching another 1/2 dozen companies, but don't know where I'll get the money to invest, anyway. I've got Cree, Kopn, Wind, Globalstar (have to watch more closely with Gregg Powers back in the game) and L&H (new CEO) among those to follow. And I still need to reinforce present holdings Gemstar, NTAP, SNDK.

Best of luck to you,
stan
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