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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (35626)	11/30/2000 11:58:25 AM
From: scott	Read Replies (1) of 54805

Another Personal Portfolio: Do I really have to admit to this? I guess I have decided that a public display will help create more discipline and adherence to investment fundamentals. CSCO 29.7% EMC 20.0% QCOM 14.0% ORCL 12.4% GMST 4.9% cash 4.7% NOK 3.6% SNDK 3.3% IATV 2.1% TKLC 1.7% ELON, JDSU, LDIG, LPTH, LSI, LWIRA, WIND all <1% Biggest mistake: After selling most of my NOK and all of LU at a very fortuitous time, I spread money around in "shiney pebbles". I put WAY too much in companies related to the ITV market (IATV, LWIRA, LDIG). After all, ITV is pre-tornado and the companies were selling at high price to vision ratios. Wish I had kept all that powder dry!!! Happy holiday season to all. Scott

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