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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (31153)	9/7/2000 7:40:52 AM
From: Eric L	Read Replies (1) of 54805

Apollo, << MSFT was the 14th most widely held, but was held lightly >> I can't remember if my very long time MSFT position still constituted 5% of my portfolio back when we did the survey or not. When MSFT was falling like a knife, and leading the NAZ down around it, I exited. I caught JDSU on its tumble at about 80, temporarily parking the proceeds from the MSFT sale, and adding to an already (almost too) large position in JDSU. I sold the additional JDSU at 130 over a month ago (it has not seen 130 since). What was MSFT, and temporarily JDSU, is now SNDK. G. Moore's phrase "contained gorilla" still rings in my ears. It will be interesting to see the next survey. - Eric -

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