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

To: Nichols who wrote (3347)	7/1/1999 12:39:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 54805

Allen, since I screwed up by saying, " Go down the list and get rich!", let me clarify. Most of us are in Qualcomm, MFST, and CSCO. Then we are all over the place on the rest. I think most of us are out of the boxmakers like Compaq and Dell right now, and a lot of us are out of INTC. Also AOL is not a big favorite at the moment. UNPH and Rambus are liked. Mike is big on Seibel. If I had all cash, and bought in today, I would probably buy 50% Qualcomm, 20% CSCO, 20% MSFT. and 10% UNPH. I am 82% Qualcomm, 17% CSCO, and 1% MSFT right now.

To: Nichols who wrote (3347)	7/1/1999 3:58:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> how do I know which G/K/GKWatchlist stocks would be recommended as good or those to stay away from? If I only had the answer to that question, Allen, I would be a rich man. There are supporters and detractors on this thread for each stock listed in the G&K Index. The trick is to zero in on those that fit your style, and use the debate on G&K as a starting point for your own due diligence. In the end run, it's your money and your decision. For the moment, my personal allocation is 58% qcom 17% msft 13% csco 11% aol 1% cash and I think about changing it at least twice a day. Sorry, Allen, but even as a Gorilla Gamer, you've got to develop your own formula for success. Frank