SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Eric L who wrote (10760)11/20/1999 12:07:00 PM
From: Uncle Frank  Read Replies (3) | Respond to of 54805
 
>> Run the same for 60 months. Amazing again.

Maybe it's the rising tide effect, but in a Tornado environment.

My regret is that I've had neither emc nor ntap for the past 60 months :-(.

As I approach 100% on my personal FLI (which I've already raised twice this year), I am making contingency plans for diversification. I plan to limit myself to 6 stocks, which I believe provides 90% of the insurance of a 20 stock portfolio. If I were to move today, my holdings would be, in order of allocation (* = current holding):

qcom*
csco
gmst*
qqq*
ntap*
ctxs

with massive overweighting to qcom (>50%). Obviously, I'm not going to do anything before the split.

Any comments or ideas would be appreciated.

uf




To: Eric L who wrote (10760)11/20/1999 4:13:00 PM
From: DownSouth  Read Replies (1) | Respond to of 54805
 
Eric, I am pleased to say that I got out of EMC when the DGN acquisition came about. For me, that was an indication that NTAP is perceived as a threat (or the SAN market is perceived as worthwhile) to EMC.

NTAP is much smaller than EMC, but its growth rate is much faster than EMC's. Both are good investments, but I see NTAP crossing EMC's stock appreciation curve and never looking back.

That is my own just-for-fun conjecture.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News