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To: Wyätt Gwyön who wrote (4482)3/9/2000 11:23:00 AM
From: David Weis  Respond to of 8096
 
Based on what I have read by Geoff Moore, I don't think he'd advise just owning 1 or 2 stocks.

I would agree with you, Mucho, that Geoffrey Moore would not advise us to just own 1 or 2 stocks; however, he does state that we should concentrate on Gorillas --- so if we want to take some money off the table (which I have done) I try to buy another gorilla which is on my wish (must own) list.

The lesson I was trying to make was not to sell a Gorilla to diversify into an unknown.

Now is it clear?

daw