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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (1284)	4/14/1999 11:16:00 AM
From: chaz	Read Replies (1) of 54805

Yesterday I pulled down the two-year charts of what are now my key holds, QCOM, GNET, RNWK and NTAP. Two years ago, I wasn't even thinking about these....my focus was entirely in other areas of the market. Shame on me. These have returned an average 50X in that time and my piece of that is pale by comparison. If the question is: How can we do better?, then perhaps it would be well for us also to be looking for some of the tiny places to put some of our dollars. Clearly they will be techs? Are there other threads we should be watching. Are there any monitors here who have some suggestions for us about specific technologies or companies. Anybody against us all becoming as rich as we want to be?

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