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

To: Jean M. Gauthier who wrote (6427)	9/15/1999 10:03:00 PM
From: Uncle Frank	Read Replies (5) \| Respond to of 54805

>> Invest 100% in 1 stock ... absurd. I've hear this comment alot over the pasts few days, and need to respond. Please don't think I am aiming at you, Jean. I've got to come clean here. Not only do I disagree with that comment on a theoretical basis, but in a practical sense as well, as I am currently 100% in Qualcomm. I don't intend for this to be a permanent state, but I have chosen to put all my eggs in one basket because: I think Q, which we found early (but not too early) thanks to this thread, represents a once in a life time opportunity for me. I have a firm belief that Q will provide a greater return between now and February 2000 than any other Gorilla. I am comfortable with Q's volatility (small compared to options or the Internutz), provided there is sufficient potential return and limited long term downside risk. I feel Q is very undervalued at the moment. I know more about Q than any other company, am tracking it closely, and have made my decision based strictly on Gorilla Game fundamentals. There is no rule of Gorilla gaming that I can recall that demands diversification. The fastest growing sector in high technology is telecomm, and the hottest subsector is wireless. My portfolio is in a sheltered account, so if I decide to change my strategy, which I reserve the right to do at any time, there are no tax consequences. A one stock approach might be insane for you or anyone other than me, and I absolutely do not recommend it, but it fits my personal agenda at this time. I have never considered myself a role model, either, just a facilitator of conversation on this thread. A number of people have blasted Bill for his unbalanced portfolio, but I think it is unfair to focus all the criticism on him. I think Mike Piturro, Mile High, and a number of other contributors to this thread are in the Q100 Club as well. uf