VOLTAIRE'S PORCH-MODERATED Message Board

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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: JHP who wrote (17775)	11/19/2000 12:14:38 PM
From: Percival 917	Read Replies (1) of 65232

Your answer is none. I am a Gorilla/King investor, but not necessarily LTB&H. I have shifted a bit of my portfolio around to more heavily weighted in one area to another. I went down around 25% back in July, but recouped a good bit of it due to V's recommendation of NTAP in the mid 40's. When the stock had a huge run up, I again shifted out in the 130's and 140's to QCOM and RMBS, again a V call. QCOM is showing life again and the jury is out on RMBS as of yet. Not to say he is always right as I lost a bit on RNWK and ELON, but I am better off on the NTAP and QCOM to way more than offset the other two. Looking to jump back in NTAP in the very near future. BTW on you pick ALLR. Lost 7 cents in recent qtr, therefore has no PE. Fifty-two week high 94. Fifty-two week low 5.94. Current price 6 9/32. (Sure hope you didn't recommend this stock to any friends back in the 90's) ED P.S. If we all were losing our ass so to speak this thread would be a ghost thread. Unless you have evidence to refute this, I suggest you don't let the porch gate hit you in the ass on the way out

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