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


To: Jill who wrote (11858)12/3/1999 3:07:00 PM
From: freeus  Respond to of 54805
 
"Herskovitz has put his money where his mouth is: Two of his largest holdings, together comprising nearly 7% of the portfolio, are JDS Uniphase (NASDAQ:JDSU - news) and SDL Inc. (NASDAQ:SDLI - news) , two of the leaders in the exploding fiber optics, semiconductor laser and dense wavelength multiplexing technology. "

Just think of what that fund would have done had they dared to put more than 7% of these two favorites into their bag!!!
Makes gorilla investing, with intense buying of the best, even more attractive, doesnt it?
Freeus