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

To: Apollo who wrote (4794)	8/11/1999 8:47:00 AM
From: DownSouth	Read Replies (1) \| Respond to of 54805

stan, good question about "why sell EMC". With its acquisition of DGN I believe there is a significant chance for EMC management to be distracted from what it does best--large-scale SAN. DGN brings a lot of baggage along with its Clariion product line. Also, it is yet to be proven that Clariion can be sold effectively in a non-OEM environment. It does not have the price/performance of NTAP and NTAP almost always beats Clariion in competitive fights. I believe that EMC will successfully make this absorption, but I believe the money will be dead for a few (6) months. So I don't want my money in this king while the kingdom is in any turmoil. Then there was JDSU, beckoning me to "reinforce the winners". EMC, OTOH, has not been a performer for me this year. If you boil it down to its essentials, the DGN deal made me re-examine my portfolio. I threw EMC away and reinforced JDSU. I am not afraid to change my mind next month.

To: Apollo who wrote (4794)	8/11/1999 9:07:00 AM
From: DownSouth	Respond to of 54805

stan, here is a post I made on the NTAP thread that may explain my EMC decision better. 127.0.0.1:3456/SI/~wsapi/investor/reply-10884832

To: Apollo who wrote (4794)	8/11/1999 9:15:00 AM
From: Uncle Frank	Read Replies (3) \| Respond to of 54805

>> I've been in Intel since Fall of '97; my wife would never let me sell it By George, I believe you've hit on a critical element of the Gorilla Game that is rarely mentioned - the impact of a spouse! No one can humble a "Lord of the Investing Universe" more quickly than the Lady of the Manor <I'll leave it to Knight Artemis, Rose Campion, or another of our threadmates of the fair sex to portray the distaff side of the equation>. We may feel empowered by our understanding of the Game and the ability to move tens of thousands of dollars about with the click of a mouse <take that, EMC, I'm moving my money to jdsu>, but since it is not my money but rather our money, there is potential for discord in unilateral moves that in some cases may out weigh the value of a good return. I've found a few ways to facilitate marital harmony while playing Gorilla Hunter: 1. Have His & Hers portfolios. Share research, and compare results, but make an agreement that each portfolio's manager has autonomous decision making authority. You'll wind up learning from each other's approaches, and each will have more tolerance of the other's mistakes. 2. If your mate thinks Games are for children, re-read the Gorilla Game and highlight the important stuff. Then, if you can persuade her to give it a glance, she will focus in on the interesting parts and be hooked. A side benefit to including your spouse in the GG - it makes for great pillow talk on days when the Index is up. Frank