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

To: DownSouth who wrote (5138)	8/23/1999 11:38:00 AM
From: Glenda King	Respond to of 54805

Hi DS, <<After much discussion, cussin', readin' and broodin', this morning i managed to sell large chunks of my positions in MSFT, CSCO, and NTAP and increase my position in QCOM FWIW, here is the nature of my new portfolio: QCOM 49% CSCO 18% PMCS 10% MSFT 8% JDSU 6% NTAP 5% CNXT 4%>> Good job. Congrats. Guess what...I added more Qcom too. Also bought more RMBS. Glenda

To: DownSouth who wrote (5138)	8/23/1999 11:38:00 AM
From: LindyBill	Read Replies (1) \| Respond to of 54805

I, of course, accept full blame, responsibility, and praise for the decisions to put QCOM at such a pivotal position in my portfolio Naaah, its all my fault! I just figured out what is happening to Q. The street is lurking on this thread. Merlin, you are now a market mover!! :0)

To: DownSouth who wrote (5138)	8/23/1999 3:09:00 PM
From: chaz	Read Replies (2) \| Respond to of 54805

DS: Well, I did some rearranging of the furniture myself this morning, moving away (partially) from NTAP, adding more to Q, and initiating a position in RMBS....by the way...I feel VERY comfortable about that move, small at the moment, but I'm seeing pure gold flecks in there, and am hoping they lead to nuggets. So now I'm 80% Q, 10% NTAP, 10% RMBS. BTW, no response either here or on the RMBS thread about the puzzlingly low earning estimates SI has posted. On the subject of "group think" we all must keep in mind that we don't make the decision about whether a given company is a gorilla or not....the gorilla's customers do that. As in the "Highlander" TV series, we're just the watchers. I do believe that a small company can become the Orkin man to a much larger firm, but it's no small undertaking. The new technology faces an uphill fight all the way....questions about will it work, do so reliably, can it be produced, in high quantities, with no rejects? Does the company have financing, can it get enough plant space, enough skilled people, does it have partners with clout to support it, does it have customers with clout? Only when all these things fall correctly into place do we have a candidate, but it's only when these things are well in place that we have a gorilla. We here have a lot of watching to do, but we don't have any say in the real decision. Neither does Goeffery Moore.

To: DownSouth who wrote (5138)	8/23/1999 3:27:00 PM
From: Devil's Advocate	Read Replies (1) \| Respond to of 54805

I would like an emerging king and gorilla candidate for ant portfolio: CheckPoint Software. (CHKP). Checkpoint is the leader in software providing security for VPN (Virtual Private Network). VPN are corporate network over the Internet. Security services encompasses: 1) Data encryption. 2) Access management. 3) Firewall: CHKP is leader in software firewall. Check this one out.