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

To: voop who wrote (8293)	10/14/1999 1:13:00 PM
From: StockHawk	Respond to of 54805

>>With enabling technologies (isn't this Sandisk?) one would buy when the tornado begins. One does not buy baskets here...<< Taking this piece by piece: With enabling technologies (isn't this Sandisk?) Yes, I think it is. one would buy when the tornado begins. Yes, that's what the book tells us. One does not buy baskets here No, baskets still apply (p.173) "...we think it is best with enabling technologies to wait until a strong tornado signal has emerged and then get into the game...But we would not advocate picking the gorilla ahead of the market. The whole point of the gorilla game is to confine one's gambles to picking the right category..." They then present five examples of enabling technology baskets. StockHawk