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

To: Sunny who wrote (4650)	8/5/1999 9:37:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

Welcome to the Game, Sunny. Do you realize that you are the umpteenth person on this thread with a Georgia association? Must be something in the water <g>. I usually leave questions like yours to Mike Buckley, who is our GG Parliamentarian, since I am not a "pure" Gorilla Game player. But I just happen to have been re-reading GG for the 3rd time (with a highlighter), and the answer to your query jumped out at me on page 12: As the gorilla emerges, sell off the rest of the basket and consolidate your holdings in the gorilla. This is the most counterintuitive aspect of the gorilla game. You consolidate, not diversify, to reduce your risk. Imo, this would apply to King oriented domains as well. The sector's Rule Maker is always the best investment. As far as storage goes, though, some are suggesting that ntap and emc are really in different sectors, each a King (or Prince with Attitude) in their own area of specialization. I'll leave it to some of your fellow Georgians, like DownSouth or HDC, who have expertise in this field, to help you through the rest. Frank

To: Sunny who wrote (4650)	8/5/1999 10:47:00 AM
From: LindyBill	Read Replies (2) \| Respond to of 54805

Sunny, I would add Cisco.

To: Sunny who wrote (4650)	8/6/1999
From: DownSouth	Read Replies (1) \| Respond to of 54805

Sunny, I read Unqle Franq's and LindyBill's (zootman) response to your most welcome query. You gotta pick your game. Are you going to grab a basketfull of Gorilla candidates or grab a bunch of already Gorillas. (pardon the bad grammar). EMC and NTAP are at least kings in their domains, imo. They are about to clash as their domains expand into one another. I suggest you pick up a piece of both and take the ride. Each may eventually emerge as an alpha Gorilla, establish themselves as Kings, or.....? I believe that you will see them both make you lots of money for a couple of years and keep your investment life interesting. OTOH, zootman says buy CSCO. That is the strategy of buying the Gorilla and enjoying their venture into the voice over IP fight with LU and Nortel. I say do both. And don't forget about MSFT! Welcome to the thread.