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

To: DownSouth who wrote (9617)	11/5/1999 11:55:00 AM
From: Daiju Kohno	Read Replies (1) \| Respond to of 54805

If there's anything better than being fully invested in Q on a day like today, it's knowing that your friends know that you knew.<g> Actually, this kind of sucks because I am managing one of my friend's portfolio, and I was planning on buying him some Q at $200 a few days? ago when it reached the low 200's. He is well aware that I biffed it because he knows I am over my head in Q while he is still there 100% in cash. (In my defense, though, he only opened the account 2 weeks ago:) Still, his dad is making 400% so far on my Q rec and that's gotta count for something!

To: DownSouth who wrote (9617)	11/5/1999 12:10:00 PM
From: tekboy	Read Replies (1) \| Respond to of 54805

"I have recommended Q to only my closest, most astute friends." Me too, for all the reasons we know. In particular, I am buddies with a couple of extremely impressive brothers. One is a professional in the financial world, and has made gazillions from nothing over the last decade. His attitude toward my newfound interest in his area is patronizing amusement; he took a small (for him) position in Q a couple of months ago, but continues to regard my success as a matter of luck that will come to an end when sanity prevails. The other brother, who is at least as smart, went into academia and public policy rather than the private sector. He's always wanted/needed to do well in his (infinitely smaller) investments, however, precisely because his income isn't enough to support his desired lifestyle. I turned him on to the whole G&K thing at the same time. He bought in, gradually increased his positions following the Russian Army, now lurks on the thread, and is ecstatic at his returns. My wife and I find quite amused ourselves at the difference in the two brothers' reactions, driven by different degrees of "hunger" and attachment to conventional financial wisdom. tekboy@bothowemedinners,Ithink.com PS the latter brother just called with the following story: after much thought and discussion, he decided this morning to add NTAP to his portfolio. It promptly shot up (as had several of his other G&K faves recently), and his broker called back to demand what inside information he had about all these companies! True story...<GGG>