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

To: Apollo who wrote (11128)	11/24/1999 10:26:00 PM
From: CRay33	Respond to of 54805

Yea, Gilder's picks have been treating me very well - the total return has been outstanding. I try to add to the positions on dips of over 10% - the stocks almost always rebound quickly. Have an account with 10% of my funds that I position trade between the picks, then use the profits to feed further positions in the shoebox account (hold 3-5 yrs or more). Wireless, broadband, & fiber will hopefully make us all very happy. Us lurkers will try to post more DD in the future. Regards.

To: Apollo who wrote (11128)	11/24/1999 10:39:00 PM
From: DlphcOracl	Respond to of 54805

FWIW: Here's my contribution to "The Portfolio Game": JDSU: 16% QCOM: 15.5% Softbank (SFTBF): 13.7% basket of non-PC chip stocks: 13.5% (AMCC, CNXT, PMCS, QLGC, RFMD) GMST: 6% SEBL: 4.6% AOL: 4.4% EMC: 4.4% CSCO: 4.3% MFNX: 3.4% GBLX: 2.8% other (IPOs, microcaps): 7.8% Pretty eclectic, but it's worked for me!

To: Apollo who wrote (11128)	11/24/1999 10:53:00 PM
From: William	Respond to of 54805

Apollo - I'm holding QCOM 80% CSCO 9% JDSU 6% GMST 5% Good luck making sense out of all these numbers. Beats me how you're going to tabulate them. Happy Thanksgiving to you, UnQ, Dancelot, Mike B and everyone else. William

To: Apollo who wrote (11128)	11/25/1999 12:48:00 AM
From: Whistler30	Respond to of 54805

Apollo; I have to confess I feel a bit like an exhibitionist doing this especially since I'm probably only second to Lindy in under-diversification! QCOM - 64% JDSU - 34% GMST - 2% Happy Thankgiving to our American cousins Whistler

To: Apollo who wrote (11128)	11/25/1999 5:00:00 PM
From: nbfm	Respond to of 54805

for posterity: q 57% (mostly since 1992, added 50% more to original throughout 1999) vrts 6 (since 4/99) sunw 4 (since 10/97) jdsu 3 (since 10/99) mot 3 (since 1993 -- been selling off steadily since mid 1999) intc 2 (since 1991 -- been selling off in 1999) msft 2 (since 1992 -- been selling off steadily 1999) emc 1 (since early 1999) gmst 1 (since 9/99) orcl 1 (since 10/97) csco 1 (since mid 1999) cash 8 large cap drugs 7 (since 1993) others (hd, lu, g*, varl) 4 looking forward to the new portfolios this great board will publish very soon. . . plan on taking the cash and mot, and buying the portfolio. you investors here are truly one of the best resources to which i have ever had access. happy thanksgiving!

To: Apollo who wrote (11128)	11/25/1999 5:40:00 PM
From: Glenda King	Read Replies (2) \| Respond to of 54805

Hi Stan, Happy Thanksgiving to all. My current portfolio: QCOM 75% JDSU 25% Yes, I sold the Rambus due to delays etc. Since I still believe Rambus is the best technology and will prevail, I'm keeping my trigger finger ready for the appropriate time. <vbg> Regards. Glenda