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

To: Apollo who wrote (11197)	11/26/1999 7:43:00 AM
From: blan	Read Replies (1) \| Respond to of 54805

Since vital stats are being compiled for the thread, I'll add mine FWIW. QCOM 83% EMC 6% GMST 3.4% CSCO 2.5% MSFT 1.9% other 3.2% This evolved from a portfolio of mutual funds > index funds > a 25-stock portfolio that included internuts (AOL, EBAY, DCLK), AMGN, BRCM, EXDS, ATHM, ELON, and some losers I?d just as soon forget. I'd long been interested in the GG and searched fruitlessly for concrete info. After several frustrating months of catching obscure references about the Fool GG thread, which I could never find, I finally found my way over here and have no regrets. I hope to contribute more in the future, but for now I'll end with this: even after Q's recent run-up its p/s sits at 15. Compare this with emc (20), jdsu (59), csco (23), gmst (73). Now that's food for thought. Comments?

To: Apollo who wrote (11197)	11/26/1999 7:53:00 AM
From: Larry Grzemkowski	Read Replies (1) \| Respond to of 54805

Those Portfolios have been interesting. Here is mine from a lurker hoping to learn. 22% CASH 25% QQQ 16% GNSS 10% MPS (WELL IT LOOKED LIKE A GOOD AIM STOCK) 13% QCOM 5% JDSU 3% NTAP 3% GBLX 3% LU Good hunting to all Larry G

To: Apollo who wrote (11197)	11/26/1999 11:43:00 AM
From: Drake	Read Replies (1) \| Respond to of 54805

Snasraway, JDSU 31%, QCOM 16%, PMCS 15%, CSCO 11%, BRCM 9%, LU 9%, VTSS 7%, RFMD 1.5%, RCNC&ERTH .5% Wishing you well, dc