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

To: Cosmo Daisey who wrote (12222)	12/6/1999 10:46:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

Cosmo, you've interpreted the portfolios incorrectly, which is easy to do since they aren't intuitive. The GKI is a list of ALL of the Gorillas and Kings we've discussed, not a portfolio created for performance. Its intended as a menu for Gorilla gamers. That's why there are a few bow wows in it. W&W components are likely candidates for the GKI once they've proven their dna. Since our focus is on emerged royalty and simians, we set an arbitrary limit of $10B for admission to the GKI. Note that when Sir Chartmeister assembled W&W, most of the companies were picked because they had ALREADY distinguished themselves by posting huge returns during the first 4 months of the year. Before someone asks, we placed a freeze on promotions to the GKI for the balance of the year, and will discuss the Y2K version between Christmas and New Years. Oh, and jdsu is a sure thing for promotion <vbg>. uf