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

To: DownSouth who wrote (14682)	1/9/2000 10:34:00 AM
From: Uncle Frank	Read Replies (6) \| Respond to of 54805

* Y2K Gorilla & King Index * The first pass at the Y2K GKI is completed and installed in its customary spot at siliconinvestor.com Based on our 2 week discussion, I elected to use the following selection process and approach: * Only Gorillas, suspected Gorillas, or Kings are eligible. * Minimum Market Capitalization is $10B. * Each component must be held in >10% of the portfolios of respondents to Apollo's November Portfolio Survey. * Acquisition costs are based on the 12/31/99 closing prices. * Equal weighting is applied, based on a hypothetical $10,000 purchase. As a result of the above, the Y2K GKI consists of 3 Silverbacks, 1 Gorilla, 2 suspected Gorillas, and 4 Kings. The acquisition cost was $100,000, and the current value is $97,620, putting the ytd GKI at 97.62. Thanks to all for your participation. Your comments, critiques, and candidates are welcomed. uf