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

To: Douglas W. DeVries who wrote (7758)	10/6/1999 11:37:00 PM
From: Uncle Frank	Read Replies (3) \| Respond to of 54805

Thanks for sharing your insights with us, Doug. Combining Gilder's vision with Gorilla gaming sounds like an excellent formula for success. Q has been a dream investment. You bought "too early" and are reaping the rewards. I bought "too late and too high" and am reaping the rewards. Q has been a bullet proof investment so far. We've discussed timing, and I've contended it isn't very important to Gorilla gaming. As proof, here is the timing of my Q purchases: 4/5 @ 70 3/8 - 191% return 4/13 @ 84 3/4 - 142% return 5/6 @ 111 1/4 - 84% return 5/13 @ 116 3/8 - 76% return 5/21 @ 100 5/8 -104% return 6/21 @ 127 1/2 - 61% return 8/31 @ 176 - 16% return In half the cases, I was upside down for a period following the purchase. My strategy was to assess and accumulate, not time. Q was strong enough to make my poor timing irrelevant. Continued good luck to us all <g>, FranQ

To: Douglas W. DeVries who wrote (7758)	10/7/1999 1:55:00 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Doug, . I have owned Q since the summer of 1998 and it has been quite a ride! Since reading the Gorilla Game this spring I realized that I purchased my shares too early as the tornado had not yet begun to swirl. I don't know if you have noticed my posts about that. By my reckoning, the tornado began in April, 1998, not that I was aware of it at the time. I base that on the increased growth rate of worldwide CDMA subscribers. Your timing may have been better than you think. --Mike Buckley

To: Douglas W. DeVries who wrote (7758)	10/7/1999 9:58:00 AM
From: pann1128	Respond to of 54805

Doug, I would like to echo some of your thoughts as well. I too follow George Gilder and the GG strategies in this folder. It has really worked for me. I have mostly been a "taker" on this thread, and not a "giver" <g>. For the last two weeks I contemplated doing a writeup on Global Crossings for this thread to try and give something back. You have summed up the technological advantage of GBLX quite nicely. I am trying to get a handle on the potential financial returns from GBLX. Good to know someone else is on the same page as me. Cheers, Piyush PS : UF, thanks for creating this classy forum for us.