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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (39719)2/25/2001 5:05:03 PM
From: tripperd2  Read Replies (2) of 54805
 
Thanks Apollo for the Sandisk info. I no longer follow the board since I sold my position at a loss a month ago. It was precisely the issues that Art brings up that had me sell. I could not get a handle on the company-felt much more comfortable with NTAP, which I put the money in. For myself,technically challenged and "balance sheet challenged", sticking to a much more narrow interpretation of gorilla gaming as outlined in the manual is much easier and far less time consuming. Truthfully I don't think I will ever be able to dissect a balance sheet like Mike Buckley, understand a soft handoff or what the hell WAFL really means. Nor do I have a clue how to time the market. Consequently, with the help of this thread I will stay 90% in Gorillas and Kings. The last couple of months have been tough on all of us-hope none of the thread elders such as yourself are feeling guilty about the fall of our G&Ks. I made all decisions myself, and really appreciate the hard work that you, uf, DS, Thomas, tekboy and others put into maintaining this wonderful place and hope someday to meet some of you.
Trip@soyouwannabeamillionaire?not
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