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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Keith Feral who wrote (49675)1/4/2002 5:03:25 PM
From: Jurgis Bekepuris  Read Replies (2) of 54805
 
>Qualcomm, Sony, Yahoo, AOL, Microsoft, Flextronics,
>and Applied Materials. That's my adrenaline G & K
> portfolio.
...
>I am an advocate of Gorilla Game investing with
> one caveat -I refuse to invest in companies that
>do not offer a product that I could buy as a consumer.

You must have deep pockets and unconventional needs
to buy AMATs products... :-))))

Jurgis - Nitpickers'r'us - not that I would buy products of
the other companies in your portfolio... :-))))
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