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

To: Dr. Id who wrote (19714)	3/11/2000 2:20:00 AM
From: Uncle Frank	Respond to of 54805

>> he also mentioned to me that he felt that QCOM was going to be dead money for a while, and that he was thinking of "lightening up"... Hope he didn't plan to do anything before he got home! I didn't change my allocations, Dr. Id. What you heard was me going through my normal "what if" process. I decided Thursday night that this was absolutely the wrong time to consider reducing my position in Q, and Mr. Market rewarded me with a 9 1/8 point bonus. Thanks for your comments about staying focused on Gorilla gaming rather than succumbing to the lure of momentum. I'll have some thoughts to add to yours as soon as I've finished reading the backlog of posts. uf