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To: David Weis who wrote (4477)3/9/2000 11:18:00 AM
From: Wyätt Gwyön  Read Replies (1) | Respond to of 8096
 
Yes, THAT is what gorilla gaming is all about.......just remember: "Diversification is expensive insurance"

David, I think Geoff Moore is much higher on diversification than the G&K thread might lead one to believe. You want to narrow in on the leaders, but you don't want to just assume in the beginning that your judgment is infallible. Based on what I have read by Geoff Moore, I don't think he'd advise just owning 1 or 2 stocks.