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

To: Uncle Frank who wrote (14765)	1/9/2000 11:04:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

The thread founders favored established Gorillas - Silverbacks as it were. They are the safest bet in the high tech investing Universe. For those who look at me as a thread founder (not sure that's accurate but Frank insists on it), I do think of Silverbacks as the safest though I tend not to put as much emphasis on that as I think Frank does. For the record, I own one Silverback (Cisco) which was about 8% of my portfolio until I gave half the stock to charity last year. Frank, if I remember correctly the Silverbacks occupy a relativel small part of your portfolio too, right? Dancelot, Merlin, Galahad and I are older people, with short investing windows. I do not have any floor-to-cieling windows in the house, but I only turned 49 a month ago. When I need someone to start digging the grave, I'll be sure to ask Frank. LOL!!!! :) --Mike Buckley

To: Uncle Frank who wrote (14765)	1/9/2000 11:14:00 PM
From: midwest5	Read Replies (2) \| Respond to of 54805

After a year of lurking (freeloading), decided it was time to join SI and thank all the elders on this incredible thread. I followed Mike B over here from his Front Office Game on the fool. Years ago, I was involved in the development of spread spectrum communications systems -- classified then, you call it CDMA now. That, and a Geo Gilder article caused me to take a very small position in Q early on. This thread gave me the motivation to add to that small position five times over the last year. College education for a couple of grandsons is now assured. My portfolio at the beginning of 99 had 24 stocks, have dumped the deadwood that ego was causing me to hold, and am down to half that now --probably need to prune more. Very long on Q, also holding GMST, SEBL,CTXS,GBLX,NTAP,ITWO,GSTRF,CMVT and HD. Thanks again for the great forum Midwest