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

To: janet_wij who wrote (18824)	2/26/2000 4:25:00 PM
From: Uncle Frank	Read Replies (3) \| Respond to of 54805

>> What goes on here is truly amazing as evidenced by Garyx's snyopsis of the ELON story. I've lived on this thread since day 1 and am still amazed at the quality of information and quality of threadmates that like to hang out here. But I do have a bone to pick about Garyx's ELON presentation, namely the subtitle he chose, "How the thread bags a little defenseless baby crypto-Gorilla", as I think we are a long way from classifying elon's dna. I think unclewest and others have made a reasonable, though not compelling, case as to why we should consider making an exception to allow an unprofitable business to join the W&W group, though Sir Chartmeister hasn't announced his decision yet. Keep in mind that while unclewest and a few of his pals have made wonderful contributions to the thread, they are not Gorilla gamers. Their style of investing is the Price-to-Vision or Story Stock approach, which has led to pre-Chasm selections like cree, rmbs, elon, etc. And while that has resulted in some spectacular short term gains, it is not the low risk/reward model that has been the core concept behind the G&K thread. These are wonderful times for high tech investors and it seems hard to pick a reasonable stock that isn't going through the roof (with the exception of qcom, of course). I am very concerned that some of our more adventurous threadmates seem to be allocating larger and larger percentages of their portfolios to Shiny Pebbles, since some of them will wind up permanently damaged when we go through the next nasdaq correction. Notice I said "when" and not "if"; a correction is inevitable. uf@worrywart.com