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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (1051)	4/5/1999 1:58:00 AM
From: gdichaz	Read Replies (2) of 54805

Uncle Frank: As a newbie here, a suggestion. Re Wintel, where emotions run strong, what is gained by arguing about the gorilla-ness or non gorilla-ness of Intel or Microsoft? What decision is necessary concerning them? Sell or buy? Who suggests buying either on Monday? Isn't that the key test? Again I go to opportunity cost. It ain't whether Intel or Microsoft are gorillas or no but should new money be put in them right now? On the flip side, should either be sold - lightening of positions or eliminating positions? If so, why? I would suggest that the only reason to sell either is a better use for the money - including the downside of a tax hit. Otherwise, keep them. The theoretical arguments are fun usually as an intellectual exercise but the burns I have suffered by taking the negative view on that indicate to me that this is a dangerous argument for the comity of the thread and not really necessary here. Comments? As always, best personal respects. Chaz too

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