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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (2501)	6/7/1999 5:41:00 PM
From: DownSouth	Read Replies (2) \| Respond to of 54805

FranQ and Thread, This last week has been a real lesson in GG investing for yours truly. I have to keep reminding myself if I play the emerging gorillas game, I will have losers. My strategy of profit taking on some MSFT and INTC and investing in a basket of emergers has done real well (UNPH, PMCS, CNXT, RMBS, QCOM) and a lot of fun. But...ATHM is in the toilet and I broke my own rules by hanging on too long. I am sure most of you know the ATHM story, witht the Portland, OR, ruling on Friday. FUD reigns. Time to cut my losses there and put the money back to work. Meanwhile, (back to the lesson) the graybacks (MSFT, CSCO, INTC) continue to perform nicely in this mini rally.