Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (33435)	10/20/2000 4:51:33 PM
From: rel4490	Read Replies (2) of 54805

<<do you think Qcom +/- NTAP are good bets to hit a grand slam or triple, too? I think you're going to say yes on this.If so, then why invest in RMBS? Why not just put more into ...areas which are sure...>>> If you had asked me last December to pick 2 stocks to put all of my assets in, I would have picked QCOM and GMST. QCOM is off 58% YTD and GMST is up only 1.4%. My "B" list of stock holdings YTD: ITWO + 93% NTAP +209% SEBL +130% RMBS +281% JDSU +25% Sometimes a dollop of diversification is of great benefit, because you never know which of your "sure" areas will work.

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