Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Sommers who wrote (6390)	9/14/1999 11:16:00 PM
From: Dr. Id	Read Replies (2) \| Respond to of 54805

I was truly scared when he sold Q. I wasn't. I think it points out the huge risk of not being diversified. Psychologically, it's much more difficult to ride out the tri-annual swings that most of these gorilla's go through when all of one's eggs are in one basket. It was much easier (though admittedly not easy) to sit through QCOM's downturn when holding some INTC, RMBS, AAPL, NTAP, and CSCO (which were doing fine). If all of my money were in Q, I'd have probably panicked and sold also. When Lindy made those other moves that you've referred to, he was diversified and able to reason things out more clearly than when seeing the nest egg in danger of crumbling. With all respect to Lindy (and he deserves a great deal), I hope that he decides to be a little more diversified (or that he increases his prescriptions of Xanex!) Jeff