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

To: DownSouth who wrote (16015)	1/23/2000 2:57:00 PM
From: mtnlady	Read Replies (2) \| Respond to of 54805

DS when do you think the CDMA tornado started and when it ended? I was focusing on the tornado affect versus after the tornado. "Holding number two increases risk, Are you willing to bet on #2 being purchased before its margins and market share cause its price to rapidly decline?" You missed my point. I don't purposely hold #2 and let go as soon as #1 is identified (unless there are other circumstances that cause me to hold a while longer). My point is that is gives me greater confidence to invest earlier because my #2's came out ok and I had time to switch the rest of #2's $$$ into #1. Holding the #3, #4 etc.. has not had the same story. My point was that when I fired my arrows the ones that hit #1 and #2 rewarded me thus reducing my risk of investing earlier than some. Again.. I am NOT a proponent of continuing to hold #2!