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

To: Uncle Frank who wrote (4730)	8/9/1999 12:55:00 AM
From: mariner	Read Replies (2) \| Respond to of 54805

Frank Am home these days - thanks for asking. Will likely be away a few weeks this fall, and then away several months next year. (That will make all things investing interesting - generally an information vacuum once you slip all lines - basically impossible to monitor/trade once at sea) - interestingly, this is more due to security and cost of access than technological limitations. Perhaps G* will remove the cost barrier. I doubt the security one will ever disappear. As a result I am making a concerted effort to position into firms I believe are longterm holds, such as QCOM/JDSU/PMCS/WCOM/CSCO. I have come to accept that things may swing wildly, but am comfortable that the above will do well in a world where communication/information are king. At the end of the day, its risky to not be able to attend to your holdings, however imo the greater risk would be to stay out altogether or accept the mutual fund level of returns. Good luck this week - should be interesting. FWIW, I think the doom and gloom is overdone. I personally think the inflation scare will start to fade once we have the first inkling that all is not well in the Asian recovery. Those investing in the tigers are taking a large risk IMO, given the absence of economic reforms since last years scare. The fast money will move at the first sign of trouble and the fall could prove unsettling again. Given the huge over capacity in those countries, I remain unconvinced that inflation is the real enemy going forward.