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

To: Uncle Frank who wrote (22389)	4/6/2000 10:35:00 PM
From: npiwovar	Read Replies (4) \| Respond to of 54805

UF, This recent correction also hit me hard...on paper.Thankfully I have abided by the FM and not sold anything.Looking at the tremendous buying opportunities presented made my mouth water, as I'm sure it did other GGers. I was pretty much fully invested and wasn't able to cherry pick the bargains I wanted.(I was able to get some bargains for my son's portfolio)My question is..What is your opinion of holding cash in reserve (as Freeus has suggested), and if you do, what percentage would you hold out for buying opportunities like the other day.Or do you think this is a foolish attempt to time the market and that it is better to stay as fully invested as you are comfortable with. Neil

To: Uncle Frank who wrote (22389)	4/7/2000 10:00:00 AM
From: freeus	Read Replies (2) \| Respond to of 54805

Japan just announced that Japanese now use cell phones more than traditional phones. And they buy more cell phones than traditional. Guess why Qcom chose Kyocera? The G&K index: If I'm looking at the right one it shows: Csco, Emc, GMST, INTC, JDSU, MSFT, NTAP, QCOM, SEBL,and SUNW. Questions: Are EMC, JDSU, NTAP, SEBL and Sunw definitely gorillas or kings? Kings I think, yes? Why isn't Oracle on the list: isn't it a gorilla?What about Nokia? Isn't it a king? Just trying to adjust my portfolio so it has only G&K with a tiny portion in wm,voxw and ifmx. I want to be sure (better to be sure than sorry, right?) Freeus