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

To: DownSouth who wrote (22298)	4/5/2000 10:12:00 AM
From: 100cfm	Respond to of 54805

Jerry glad to hear you are sleeping well. Makes me a believer ME TO.

To: DownSouth who wrote (22298)	4/5/2000 6:22:00 PM
From: Eric L	Read Replies (2) \| Respond to of 54805

Jerry, Just thought I would comment: << A few weeks ago I sold all of my CREE >> Sold balance of mine today and stocked more EMC/NTAP. My portfolio is remarkably similar to yours with the exception of the fact that I split my storage dollars between SAN/NAS and throw in a little SEBL. I got out of WIND at end of 99 (a good play however and still high on my watch list). My gamble of course is that GMST (12.5% of my portfolio) will be the gorilla we expect it to be. With that exception, my 9 stock retirement portfolio is made up entirely of gorillas and kings. Yesterday certainly reinforced my thinking about the sanity and relative safety of playing the gorilla game. I feel fortunate that I survived the events of the day unscathed, and actually wound up a bit ahead of the game by doing a little lucky tweaking along the way. If I leave a bit on the table as a result of rather strict observance of the Rules of the Game we play, it is worth it, for the restful nights sleep it provides. As a sanity check, I just noticed that the NAZ is up 2.5% YTD and our G&K Y2K Index is up 20.7%: siliconinvestor.com That is not too shabby for adhering to a relatively conservative tech investment style, IMO. - Eric -