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: Uncle Frank who wrote (15504)	1/18/2000 1:29:00 AM
From: Ruffian	Read Replies (1) \| Respond to of 54805

From Post 833> <Ericsson estimates there will be 16 million wireless handsets sporting CDMA technology in 2001.> Little off in the estimates. <gg> Ruff

To: Uncle Frank who wrote (15504)	1/18/2000 5:44:00 AM
From: unclewest	Respond to of 54805

would you like to see one helluva race? siliconinvestor.com

To: Uncle Frank who wrote (15504)	1/18/2000 1:40:00 PM
From: 99Dan	Read Replies (1) \| Respond to of 54805

Looks like a lot of our G & K stocks are held as the Largest Holding in many mutual funds. The latest issue of Business Week dated January 24th has their annual Mutual Fund Scorecard. I'm not a fan of mutual funds but I found the listing of each mutual funds Largest Holding was interesting. I was not surprised to see the silverbacks MSFT, CSCO, and INTC but I was surprised to see how many funds listed JDSU, QCOM, GMST, SUNW, and EMC as their Largest Holding. There was a total of 885 funds listed. The number of times that G & K's showed up as Largest Holdings is shown below. MSFT 111 CSCO 33 INTC 8 JDSU 9 QCOM 7 GMST 5 SUNW 14 EMC 7 It looks like like some of the more recent Gorilla stocks have been discovered. <g> Dan (and now back to lurking. and yes, I've read the RFM)