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

To: Apollo who wrote (11087)	11/24/1999 1:26:00 PM
From: Daiju Kohno	Respond to of 54805

Apollo, are you actually compiling a list of thread favorites or something along those lines? That would be very interesting. My allocation for the record is: QCOM: 144% RNWK: 9% Cheers! Daiju

To: Apollo who wrote (11087)	11/24/1999 1:43:00 PM
From: Eric Jacobson	Respond to of 54805

Here's my portfolio: QCOM - 58% (gorilla) GMST - 22% (gorillalet) HLIT - 12% (my fiber optic play in lieu of JDSU) EMC - 5% (king) AMGN - 4% (?) About half is for the kid's college (and maybe a nice vacation or two if things go well) in 7-12 years, and the other half is in IRAs with a horizon of 30 years. I've consolidated from 11 stocks to five this year. I've noticed a remarkable improvement not just by being invested in a few stocks that have done exceptionally well but by also getting rid of laggards and reinforcing the winners over time. Eric

To: Apollo who wrote (11087)	11/24/1999 1:49:00 PM
From: Bob Bosco	Respond to of 54805

The following is a breakdown of my current holdings in both my IRA and regular account. I look to do some consolidation as time goes on. QCOM 28% CSCO 18% INTC 9% DTGRX 9% JDSU 7% LU 6% TLAB 5% MSFT 4% GMST 4% AOL 3% NTRS 3% SFE 2% AFCI 2% Bob

To: Apollo who wrote (11087)	11/24/1999 2:08:00 PM
From: Fargonaut	Read Replies (2) \| Respond to of 54805

After reading this thread for a while, I realized how far behind the curve I was... lately my portfolio is becoming more anthropoid. CSCO 41 AMAT 26 QCOM 10 EMC 5 LU 5 CREE 4.5 KLAC 4 JDSU 3.5 ITWO 1.5 Frank

To: Apollo who wrote (11087)	11/24/1999 5:19:00 PM
From: James Wamsley	Respond to of 54805

My contribution to your compilation -- results should be very interesting! This portfolio is entirely IRA and has to be wasted by a minimum distribution each January. CSCO -- 17% INTC -- 15% QCOM -- 13% AMAT -- 11% CTXS -- 6% SUNW -- 5% NTAP -- 4% EMC -- 3% CASH -- 26% JimW

To: Apollo who wrote (11087)	11/24/1999 5:34:00 PM
From: Dr. Id	Read Replies (2) \| Respond to of 54805

JDB, good to hear from the thread Psychologist. We don't hear enough from you. You must have kicked the thread addiction. Unfortunately, I only kicked the "post to see myself post" addiction! I still read just about every message here... and it IS an addiction! Qcom is definitely a thread favorite. Is this group-think, or the product of astute group-insight? I think its probably a little group-think, but more a product of astute group insight (though I may be deluded by my group-think!):-) I'm impressed that you and Pompsander are hanging in with Rambus. I am too. I've had thoughts recently of bailing, but I remind myself that I haven't seen any particularly negative news (aside from the delays, that are not unusual in the chip business), but a lot of FUD on the Rambus thread. Its one of those that I know as soon as I sell, it will rocket. So...I'll hold for awhile longer. Happy Thanksgiving! Its been a heck of a year. I keep reminding myself, "Don't confuse brains for a bull market, Don't confuse brains for a bull market"...but its hard not to! :-) Jeff

To: Apollo who wrote (11087)	11/24/1999 5:35:00 PM
From: StockHawk	Read Replies (1) \| Respond to of 54805

Stan, My holdings - approximately: qcom - 40% jdsu - 15% gmst - 8% sfe - 8% rfmd - 6% sndk - 5% cmgi - 4% gnet - 4% others - 10% the "others" category has decreased substantially over the past 6 months and will continue to fall. May add new funds to JDSU, VISX (currently 2%) and BVSN. StockHawk

To: Apollo who wrote (11087)	11/24/1999 7:10:00 PM
From: J F Allen	Read Replies (1) \| Respond to of 54805

Current Portfolio, GG and Gilder influenced INTC 23% QCOM 15% CASH 13% CMGI 12% JDSU 7% TXN 6% LU 5% CSCO 4% TYC 4% EMC 4% GBLX 4% WIND 3% Long time lurker and student of the thread - Many thanks to all of the contributors.

To: Apollo who wrote (11087)	11/24/1999 8:21:00 PM
From: CRay33	Read Replies (2) \| Respond to of 54805

Stan: Longtime lurker here, bigtime Gilder-ite Portfolio: QCOM 47% GBLX 20% JDSU 11% CNXT 7% TERN 7% AOL 4% MFNX 2% MSFT 2% TERN and MFNX are the newest purchases, QCOM & AOL the oldest. Thanks for compiling this.

To: Apollo who wrote (11087)	11/25/1999 12:23:00 AM
From: D.B. Cooper	Respond to of 54805

as a long time lurker it is time to give thanks to the Gorilla and Kings board my portfolio 61% QCOM 21% GMST 10% QLGC 3% TMWD 5% OTHERS my better 1/2's 35% JDSU 13% COII 12% CSCO 8% EXDS 6% EMC 6% COST 4% WIND 6% cash MANY THANKS to all that post to this board have a wonderful thanksgiving. I have learned so much don