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

To: Uncle Frank who wrote (17180)	2/4/2000 2:07:00 PM
From: Dr. Id	Read Replies (7) \| Respond to of 54805

Frank, A general question for the list: We have identified several gorillas (QCOM, CSCO, MSFT, etc) and yet continue to search for more. Why wouldn't a prudent strategy to be to keep consolidating into the one's that we have rather than buying companies that MAY become gorillas at some point? We know that QCOM is a gorilla, and is early in it's growth cycle, yet we continue to try to find another one (or several). It does seem that investments in 4 or 5 of these already IDENTIFIED gorillas will provide a very comfortable retirement. So why do we keep searching? Is it greed? Is it the need for variety? Any sociobiologists out there? Do men need more variety of gorillas while women are satisfied with a monogamous gorilla relationship? I need to know! Dr. Id (who is trying to be faithful to his small gorilla family but is consistently tempted by his evil threadmates) p.s. Look at Lindy...he was monogomous with Q for a year, and now look at him! He's in bed with 30 companies! :-)