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

To: StockHawk who wrote (17498)	2/8/2000 11:59:00 AM
From: hospitalman	Respond to of 54805

It's genetic wanderlust. No matter where we are today, we wonder if there isn't somewhere better. No matter what or how much we have, we wonder if we can get more. Eventually maturity leads us to a longer term, more stable point of view. (Most of us.) Ken

To: StockHawk who wrote (17498)	2/8/2000 1:21:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

Great posts by you and JDB, Squire Hawk. We're coming up on the 1st anniversary of the G&K thread, and despite the increased level of sophistication and scope of our activities, I believe the basic assumptions we made in early 1999 have proven valid: The Gorilla Game provides metrics for identifying Gorillas and Kings. Emerged Gorillas represent the lowest risk/reward investments in tech investing. The long term performance of Gorillas makes them ideal for ltb&h investors, witness the graphs of Silverbacks Cisco, Microsoft and Intel: finance.yahoo.com If a Gorilla gamer purchased $10,000 of each of the Silverbacks the day after G&K started and held them through the close of the market yesterday, they'd have realized the following spectacular returns: 2/15/99 COST 2/8/00 VALUE RETURN CSCO 10,000 25,274 153% MSFT 10,000 13,648 36% INTC 10,000 17,109 71% TOTAL 30,000 56,031 87% Qualcomm's returns have turned our heads towards younger candidates, but we must keep in mind that, even though we classified Qualcomm as having primate characteristics early in their growth cycle, they were a Gorilla in a Tornado when we found them. There are very few "pure" Gorilla gamers, and even Lindy Bill has yielded to the lure of pre-Chasm Sirens, but that doesn't alter the fact that Gorilla gaming works, and is still the safest way to grow your wealth. If a G&Ker wants to take some risk, a strong King or a small investment in a Snowball can spice up the portfolio without jeopardizing the remarkable returns that can be reasonably expected from a G&K portfolio. uf