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

To: Exacctnt who wrote (11155)	11/25/1999 12:36:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> I rarely see mention of the biggest silverback of them all, MSFT. I was a long term Softee holder, but shifted their allocation (along with Cisco's) to Q during the summer. I felt msft would be stuck in a trading range until the doj suit settled, and that's proven to be true. I think many of the Gorilla gamers did the same. >> 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. While I am not worried about bubble valuation in the stocks I own, I fully understand your position with regard to safeguarding your money, XA. As one's portfolio value increases and investment window narrows, capital preservation becomes an important issue. But rather than do this by buying a large number of stocks on which I will be unable to perform adequate dd, I plan on diversifying by increasing my position in QQQ, the Gorilla index trust. uf