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

To: Uncle Frank who wrote (7964)	10/10/1999 12:18:00 AM
From: tekboy	Read Replies (1) \| Respond to of 54805

Frank, what's happening? Have you gotten bored with the Q just as it's taking off for its fall run? <VBG> First you diversify into GMST, then talk about going back into CSCO, then talk about wanting to go further in GMST. Don't all these moves involve sales of Papa Jacobs' baby? How could you?! By the way, to keep my own thinking straight I jotted down the following taxonomy yesterday, which I believe is the current thread consensus on primates discussed around here. Corrections and/or additions encouraged.... Mature Silverbacks MSFT INTC CSCO Young Gorillas QCOM GMST Gorilla Candidates CTXS SEBL RMBS tekboy@decisions,decisions.com

To: Uncle Frank who wrote (7964)	10/10/1999 5:37:00 AM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

Also, I continue to recommend gmst to those of my family and friends who are clueless enough to seek my advice. What's an Uncle for anyway? I do the same. I'd love to have them all read the manual, comprehend it and learn the game. However, in the real world that is proving to be not feasible. My mother-in-law has been asking me for over five years why I made her buy Intel and Cisco. She has no idea what these companies even do, but she likes the returns. She now owns Q and MSFT as well and is asking the same questions. She's also asking why her long time shares of Safeway and Gillette took some very serious, serious haircuts this year. My sister drives a Harley, so she had to invest in Harley shares (which I consider to be a decent quality growth stock). To balance it out, I forced her to buy Q which is up over 100 percent. Nevertheless, she is most proud of those darn Harley shares even though they are even from her purchase price! I have a good feeling that she may come to love those Q shares at some point in the future. I don't know if she'll love them enough to rename her bike "Q-ty" or not. <g> Plenty of other family members and friends watching all my recommendations go up and up and up while still scratching their heads and acting clueless. I'm sure one thing that we all share in common when being sage about the game is this - we receive equal responses when we walk into a crowded movie theatre and shout "Gorilla".... BB