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

To: Uncle Frank who wrote (11124)	11/24/1999 10:36:00 PM
From: LindyBill	Respond to of 54805

There has been a lot of yak-yak lately on CNBC and others about "nor market breadth". All the money going into the NAS high flyers, and the broad market not going up. 100 winners and 200 losers a day. Is the world coming to an end? is the market too narrow? Possibly. Sometimes the bromides are right. But, is it also possible that a lot of people have figured out what we have? Ride the big boys that are building the future? Does it worry the suits on the street that THEY are not longer buying mutual funds and utility stocks? That certain words have crept into THEIR conversation? Words like GORILLA! and HIGH RETURN! Of course, if everybody piles in, it will get out of hand. Well, what the hell, I will worry about it Friday. I have 25 people showing up for Turkey tomorrow, including my Qualcomm employee son-in-law, who got out last April at 75. (Oh, it will be hard not to say anything when I see him tomorrow!) Tonight is one of the best of the year at the Derby. Time to go dancing!

To: Uncle Frank who wrote (11124)	11/25/1999 11:43:00 AM
From: Exacctnt	Read Replies (1) \| Respond to of 54805

Frank, I've read the thread since its inception and have garnered numerous tips and ideas from the discussions and would like to publicly thank those responsible. The portfolios disclosed by the members are quite interesting and I feel compelled to disclose mine because I rarely see mention of the biggest silverback of them all, MSFT. Regular Account: MSFT 57% GMST 11 HYSL 8 Cash 8 AMGN 4 MRK 4 LLY 3 MTC 2 misc. 3 IRA Accounts: GMST 24% QCOM 15 SUNW 11 EMC 10 GZTR 5 HYSL 4 MTC 3 LGND 3 MOT lyons 2% Other mainly biotech 23% As you can see, I am not fully devoted to the Gorilla Game. Not that I disagree with the principle, but rather that I am concerned with valuations and have a thought for Preservation of Capital, which is pertinent to those of us who have walked away from corporate life. Hence, the diversification into Drugs and Biotech. That diversification has served me well in prior years dips and corrections. Regards