Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mike Buckley who wrote (12562)	12/11/1999 6:31:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Mike: Congratulations on turning another century mark in the Front Office Gorilla Game. I am thinking about changing the composition of my telecom game and remember that you changed the composition of yours a bit some time ago and would like to use the same method you used to stay consistent and on track for comparability purposes - to keep the measurement from May 1998 parallel to yours. Could you help on that? Specifically I plan to substitute JDSU for TLAB which has the second weight in the game and something else (yet to be decided) for LU. I would keep the Q as half of course. And also keep NT since it is really becoming much more of a leader in fiberoptics supply in addition to wireless and other key telecom areas. NT will be my sole general "arms supplier" for telecom equip supply. For any interested, the old game is currently here: techstocks.com (Note: This link is in the old, standard, classic or whatever SI - I tried to migrate the game but was blocked by SI from doing so) The Q has carried the game. Best. Cha2